MARCO INVESTMENT MANAGEMENT LLC

Position in SCHW — Schwab Charles Corp

CIK 1080493 ATLANTA, GA

Position in SCHW

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

Position Value

$7,074,156

-$133,076 QoQ

Shares Held

76,668

-0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#566

of 2,309 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MARCO INVESTMENT MANAGEMENT LLC holds $45,792,652 across 3 Capital Markets names. SCHW ranks #2 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	37,844	$38,274,286
2	SCHW	Schwab Charles Corp This page	76,668	$7,074,156
3	MS	Morgan Stanley	2,125	$444,210

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,074,156	76,668	-0.0%	Shares	Sole	2026-08-03
2026-03-31	$7,207,232	76,689	0.0%	Shares	Sole	2026-05-08
2025-12-31	$7,661,997	76,689	-0.9%	Shares	Sole	2026-02-04
2025-09-30	$7,388,327	77,389	0.0%	Shares	Sole	2025-11-04
2025-06-30	$7,060,972	77,389	0.0%	Shares	Sole	2025-08-06
2025-03-31	$6,058,010	77,389	+0.3%	Shares	Sole	2025-05-07
2024-12-31	$5,709,057	77,139	0.0%	Shares	Sole	2025-02-07
2024-09-30	$4,999,378	77,139	-0.2%	Shares	Sole	2024-11-12
2024-06-30	$5,692,920	77,255	-0.0%	Shares	Sole	2024-08-07
2024-03-31	$5,589,277	77,264	+0.0%	Shares	Sole	2024-05-09
2023-12-31	$5,315,625	77,262	-0.9%	Shares	Sole	2024-02-05
2023-09-30	$4,278,796	77,938	+0.1%	Shares	Sole	2023-11-07
2023-06-30	$4,411,914	77,839	+1.6%	Shares	Sole	2023-08-14
2023-03-31	$4,014,560	76,643	+5.1%	Shares	Sole	2023-05-11
2022-12-31	$6,072,901	72,939	-0.8%	Shares	Sole	2023-02-13
2022-09-30	$5,285,247	73,539	+9.7%	Shares	Sole	2022-11-14
2022-06-30	$4,235,966	67,046	+7.9%	Shares	Sole	2022-08-05
2022-03-31	$5,240,372	62,156	+0.2%	Shares	Sole	2022-05-11
2021-12-31	$5,218,152	62,047	0.0%	Shares	Sole	2022-02-14
2021-09-30	$4,519,503	62,047	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$4,511,744	61,966	-7.5%	Shares	Sole	2021-08-11
2021-03-31	$4,364,843	66,966	-6.9%	Shares	Sole	2021-05-06
2020-12-31	$3,817,076	71,966	-1.4%	Shares	Sole	2021-02-11
2020-09-30	$2,643,558	72,966	-1.2%	Shares	Sole	2020-10-27
2020-06-30	$2,490,821	73,824	0.0%	Shares	Sole	2020-07-21
2020-03-31	$2,481,962	73,824	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.