UHLMANN PRICE SECURITIES, LLC
Broker-DealerPosition in SCHW — Schwab Charles Corp
CIK 1035344
SKOKIE, IL
Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,073,029
-$33,720 QoQ
Shares Held
22,467
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#921
of 2,303 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UHLMANN PRICE SECURITIES, LLC holds $8,641,486 across 3 Capital Markets names. SCHW ranks #2 (24.0% of the industry book) .
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,073,029 | 22,467 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,106,749 | 22,417 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,297,830 | 12,990 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,237,959 | 12,967 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $979,187 | 10,732 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $998,696 | 12,758 | Shares | Sole | 2025-07-17 | |
| 2024-12-31 | $930,897 | 12,578 | Shares | Sole | 2025-07-17 | |
| 2024-09-30 | $812,911 | 12,543 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||