PALISADE CAPITAL MANAGEMENT, LP

Position in SCHW — Schwab Charles Corp

CIK 1009006 FORT LEE, NJ

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$634,171

+$1,310 QoQ

Shares Held

6,873

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,405

of 2,303 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PALISADE CAPITAL MANAGEMENT, LP holds $7,127,148 across 4 Capital Markets names. SCHW ranks #4 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,401	$3,439,669
2	HOOD	Robinhood Markets, Inc.	20,000	$2,005,600
3	MS	Morgan Stanley	5,012	$1,047,708
4	SCHW	Schwab Charles Corp This page	6,873	$634,171

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$634,171	6,873	+2.1%	Shares	Sole	2026-08-14
2026-03-31	$632,861	6,734	+33.3%	Shares	Sole	2026-05-15
2025-12-31	$504,545	5,050	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.