GW HENSSLER & ASSOCIATES LTD

Position in SCHW — Schwab Charles Corp

CIK 1080369 KENNESAW, GA

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$21,962,751

-$247,260 QoQ

Shares Held

238,027

+0.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#349

of 2,313 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GW HENSSLER & ASSOCIATES LTD holds $54,672,690 across 6 Capital Markets names. SCHW ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	238,027	$21,962,751
2	MS	Morgan Stanley	93,644	$19,575,341
3	LAZ	Lazard, Inc.	297,132	$12,461,716
4	GS	Goldman Sachs Group Inc	230	$232,615
5	MC	Moelis & Co	3,447	$225,502
6	EVR	Evercore Inc.	629	$214,765

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,962,751	238,027	+0.7%	Shares	Sole	2026-07-28
2026-03-31	$22,210,011	236,327	-2.1%	Shares	Sole	2026-05-15
2025-12-31	$24,109,481	241,312	-7.0%	Shares	Sole	2026-02-10
2025-09-30	$24,783,916	259,599	-2.1%	Shares	Sole	2026-01-23
2025-06-30	$24,189,457	265,119	-3.0%	Shares	Sole	2025-07-25
2025-03-31	$21,392,749	273,285	-3.5%	Shares	Sole	2025-05-15
2024-12-31	$20,954,081	283,125	-0.6%	Shares	Sole	2025-01-24
2024-09-30	$18,465,470	284,917	+2.1%	Shares	Sole	2024-10-25
2024-06-30	$20,554,204	278,928	-1.4%	Shares	Sole	2024-08-01
2024-03-31	$20,454,713	282,758	+2.6%	Shares	Sole	2024-05-07
2023-12-31	$18,961,142	275,598	+3.1%	Shares	Sole	2024-01-26
2023-09-30	$14,674,275	267,291	+2.4%	Shares	Sole	2023-10-24
2023-06-30	$14,800,961	261,132	—	Shares	Sole	2023-08-02
No filing history on record for this holder in this stock.