SMITHBRIDGE ASSET MANAGEMENT INC/DE
Position in SCHW — Schwab Charles Corp
CIK 1103245
Chadds Ford, PA
Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,920,806
-$93,226 QoQ
Shares Held
31,655
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#805
of 2,304 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SMITHBRIDGE ASSET MANAGEMENT INC/DE holds $13,880,238 across 3 Capital Markets names. SCHW ranks #2 (21.0% of the industry book) .
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,920,806 | 31,655 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,014,032 | 32,071 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,503,241 | 65,091 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,749,156 | 70,694 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||