OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in SCHW — Schwab Charles Corp
CIK 1005607
SAN FRANCISCO, CA
Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$648,565
-$12,020 QoQ
Shares Held
7,029
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,395
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $1,040,515 across 2 Capital Markets names. SCHW ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
7,029 | $648,565 | |
| 2 | MS |
Morgan Stanley
|
1,875 | $391,950 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $648,565 | 7,029 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $660,585 | 7,029 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $697,271 | 6,979 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $844,718 | 8,848 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $787,766 | 8,634 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $706,007 | 9,019 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $667,496 | 9,019 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $584,521 | 9,019 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $664,610 | 9,019 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $652,434 | 9,019 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $630,964 | 9,171 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $524,295 | 9,550 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $604,945 | 10,673 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $591,946 | 11,301 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $951,245 | 11,425 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $927,123 | 12,900 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $700,476 | 11,087 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $907,512 | 10,764 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $903,065 | 10,738 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $782,155 | 10,738 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $802,730 | 11,025 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $690,973 | 10,601 | Shares | Sole | 2021-08-09 | |
| 2020-12-31 | $562,277 | 10,601 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $443,129 | 12,231 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $412,673 | 12,231 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $411,206 | 12,231 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||