VAUGHAN DAVID INVESTMENTS LLC/IL

Position in SCHW — Schwab Charles Corp

CIK 1063571 PEORIA, IL

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$2,591,587

-$48,029 QoQ

Shares Held

28,087

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#851

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

VAUGHAN DAVID INVESTMENTS LLC/IL holds $82,394,157 across 3 Capital Markets names. SCHW ranks #2 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	78,701	$79,595,830
2	SCHW	Schwab Charles Corp This page	28,087	$2,591,587
3	MS	Morgan Stanley	989	$206,740

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,591,587	28,087	0.0%	Shares	Sole	2026-08-11
2026-03-31	$2,639,616	28,087	-0.9%	Shares	Sole	2026-05-12
2025-12-31	$2,831,149	28,337	-5.1%	Shares	Sole	2026-02-12
2025-09-30	$2,851,116	29,864	-9.7%	Shares	Sole	2025-10-29
2025-06-30	$3,018,584	33,084	-10.6%	Shares	Sole	2025-07-31
2025-03-31	$2,895,498	36,989	-26.5%	Shares	Sole	2025-05-13
2024-12-31	$3,726,329	50,349	-9.6%	Shares	Sole	2025-02-04
2024-09-30	$3,610,435	55,708	-16.5%	Shares	Sole	2024-11-04
2024-06-30	$4,918,733	66,749	-88.1%	Shares	Sole	2024-08-07
2024-03-31	$40,445,294	559,100	+0.0%	Shares	Sole	2024-05-13
2023-12-31	$38,460,232	559,015	+1.0%	Shares	Sole	2024-01-29
2023-09-30	$30,390,498	553,561	+2.8%	Shares	Sole	2023-11-07
2023-06-30	$30,524,673	538,544	+3.4%	Shares	Sole	2023-08-02
2023-03-31	$27,291,079	521,021	+1.1%	Shares	Sole	2023-05-02
2022-12-31	$42,912,870	515,408	+0.4%	Shares	Sole	2023-02-07
2022-09-30	$36,885,552	513,226	+0.8%	Shares	Sole	2022-11-14
2022-06-30	$32,182,438	509,377	+5.8%	Shares	Sole	2022-08-11
2022-03-31	$40,592,820	481,471	+0.2%	Shares	Sole	2022-05-09
2021-12-31	$40,410,722	480,508	+0.9%	Shares	Sole	2022-02-10
2021-09-30	$34,698,645	476,368	-0.8%	Shares	Sole	2021-11-04
2021-06-30	$34,968,313	480,268	+2.5%	Shares	Sole	2021-08-11
2021-03-31	$30,547,193	468,659	-0.2%	Shares	Sole	2021-05-14
2020-12-31	$24,902,014	469,495	+1.6%	Shares	Sole	2021-02-12
2020-09-30	$16,740,904	462,073	+1.9%	Shares	Sole	2020-11-12
2020-06-30	$15,298,492	453,423	+2.7%	Shares	Sole	2020-08-07
2020-03-31	$14,846,625	441,601	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.