EVERETT HARRIS & CO /CA/

Position in SCHW — Schwab Charles Corp

CIK 1009254 LOS ANGELES, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$21,928,611

+$655,769 QoQ

Shares Held

237,657

+5.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#349

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EVERETT HARRIS & CO /CA/ holds $22,907,186 across 3 Capital Markets names. SCHW ranks #1 (95.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	237,657	$21,928,611
2	GS	Goldman Sachs Group Inc	542	$548,162
3	MS	Morgan Stanley	2,059	$430,413

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,928,611	237,657	+5.0%	Shares	Sole	2026-08-03
2026-03-31	$21,272,842	226,355	+6.9%	Shares	Sole	2026-05-11
2025-12-31	$21,158,939	211,780	-0.2%	Shares	Sole	2026-02-11
2025-09-30	$20,268,471	212,302	+0.7%	Shares	Sole	2025-11-03
2025-06-30	$19,236,220	210,831	+0.2%	Shares	Sole	2025-08-08
2025-03-31	$16,474,104	210,451	+0.1%	Shares	Sole	2025-05-12
2024-12-31	$15,566,819	210,334	+0.5%	Shares	Sole	2025-01-24
2024-09-30	$13,560,131	209,229	-0.9%	Shares	Sole	2024-10-18
2024-06-30	$15,555,811	211,098	-1.1%	Shares	Sole	2024-08-02
2024-03-31	$15,446,036	213,520	-0.7%	Shares	Sole	2024-04-19
2023-12-31	$14,797,641	215,082	-51.0%	Shares	Sole	2024-01-18
2023-09-30	$24,114,550	439,245	-0.6%	Shares	Sole	2023-10-24
2023-06-30	$25,057,661	442,090	+34.9%	Shares	Sole	2023-07-27
2023-03-31	$17,165,135	327,704	+2.6%	Shares	Sole	2023-04-25
2022-12-31	$26,593,910	319,408	-1.3%	Shares	Sole	2023-01-20
2022-09-30	$23,246,854	323,457	+1.4%	Shares	Sole	2022-10-21
2022-06-30	$20,152,966	318,977	+2.2%	Shares	Sole	2022-07-22
2022-03-31	$26,314,584	312,117	-0.4%	Shares	Sole	2022-04-22
2021-12-31	$26,356,687	313,397	-1.5%	Shares	Sole	2022-02-02
2021-09-30	$23,186,647	318,323	-0.2%	Shares	Sole	2021-11-03
2021-06-30	$23,226,244	318,998	-1.0%	Shares	Sole	2021-07-29
2021-03-31	$21,006,145	322,279	-0.1%	Shares	Sole	2021-05-13
2020-12-31	$17,113,833	322,659	-1.7%	Shares	Sole	2021-02-04
2020-09-30	$11,896,881	328,371	+0.3%	Shares	Sole	2020-11-03
2020-06-30	$11,041,786	327,261	-5.0%	Shares	Sole	2020-07-29
2020-03-31	$11,580,375	344,449	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.