SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

Position in SCHW — Schwab Charles Corp

CIK 1079935 LOS ANGELES, CA

Position in SCHW

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

Position Value

$383,935

-$64,725 QoQ

Shares Held

4,161

-12.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,620

of 2,303 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds $51,642,582 across 5 Capital Markets names. SCHW ranks #5 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	487,383	$48,874,766
2	GS	Goldman Sachs Group Inc	917	$927,425
3	MS	Morgan Stanley	3,601	$752,753
4	GLXY	Galaxy Digital Inc.	25,739	$703,703
5	SCHW	Schwab Charles Corp This page	4,161	$383,935

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$383,935	4,161	-12.8%	Shares	Sole	2026-07-14
2026-03-31	$448,660	4,774	+12.8%	Shares	Sole	2026-04-15
2025-12-31	$422,918	4,233	0.0%	Shares	Defined	2026-02-06
2025-09-30	$404,123	4,233	-34.8%	Shares	Sole	2025-11-05
2025-06-30	$592,056	6,489	-5.1%	Shares	Sole	2025-07-29
2025-03-31	$535,043	6,835	+3.5%	Shares	Sole	2025-05-16
2024-12-31	$488,539	6,601	+0.1%	Shares	Sole	2025-02-11
2024-09-30	$427,486	6,596	+5.5%	Shares	Sole	2024-11-06
2024-06-30	$460,635	6,251	—	Shares	Sole	2024-07-26
No filing history on record for this holder in this stock.