FIRST FOUNDATION ADVISORS

Endowment

Position in SCHW — Schwab Charles Corp

CIK 1086763 Irvine, CA

Back to SCHW Full portfolio

Position in SCHW

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

Position Value

$18,221,478

-$143,153 QoQ

Shares Held

197,480

+1.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#376

of 2,303 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $21,326,730 across 3 Capital Markets names. SCHW ranks #1 (85.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	197,480	$18,221,478
2	GS	Goldman Sachs Group Inc	1,725	$1,744,612
3	MS	Morgan Stanley	6,509	$1,360,640

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,221,478	197,480	+1.1%	Shares	Defined	2026-08-14
2026-03-31	$18,364,631	195,410	+1.3%	Shares	Defined	2026-05-04
2025-12-31	$19,266,244	192,836	-1.7%	Shares	Defined	2026-02-04
2025-09-30	$18,735,700	196,247	-7.1%	Shares	Defined	2025-11-17
2025-06-30	$19,274,266	211,248	-4.6%	Shares	Defined	2025-08-14
2025-03-31	$17,333,226	221,426	-9.4%	Shares	Defined	2025-05-08
2024-12-31	$18,085,822	244,370	-13.6%	Shares	Sole	2025-02-13
2024-09-30	$18,330,211	282,830	-6.9%	Shares	Sole	2024-11-14
2024-06-30	$22,395,862	303,920	-0.9%	Shares	Sole	2024-08-06
2024-03-31	$22,186,894	306,703	-13.9%	Shares	Sole	2024-05-10
2023-12-31	$24,501,330	356,124	-4.3%	Shares	Sole	2024-02-14
2023-09-30	$20,433,285	372,191	-13.2%	Shares	Defined	2023-11-15
2023-06-30	$24,317,419	429,030	-0.8%	Shares	Defined	2023-08-14
2023-03-31	$22,645,706	432,335	+28.0%	Shares	Sole	2023-05-12
2022-12-31	$28,124,728	337,794	-0.7%	Shares	Sole	2023-02-14
2022-09-30	$24,448,161	340,172	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$21,688,999	343,289	+32.1%	Shares	Sole	2022-08-12
2022-03-31	$21,916,215	259,948	-0.8%	Shares	Sole	2022-05-05
2021-12-31	$22,037,227	262,036	-3.6%	Shares	Sole	2022-02-14
2021-09-30	$19,800,752	271,839	+5.1%	Shares	Defined	2021-11-15
2021-06-30	$18,824,807	258,547	+2.4%	Shares	Defined	2021-08-13
2021-03-31	$16,456,516	252,478	-23.9%	Shares	Defined	2021-05-18
2020-12-31	$17,595,224	331,735	+11.1%	Shares	Defined	2021-02-16
2020-09-30	$10,818,024	298,593	+574.3%	Shares	Sole	2020-11-12
2020-06-30	$1,494,142	44,284	-9.0%	Shares	Sole	2020-08-14
2020-03-31	$1,635,949	48,660	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.