CHATHAM CAPITAL GROUP, INC.

Position in SCHW — Schwab Charles Corp

CIK 1108969 SAVANNAH, GA

Position in SCHW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$4,145,414

-$54,270 QoQ

Shares Held

44,927

+0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#694

of 2,304 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CHATHAM CAPITAL GROUP, INC. holds $16,041,555 across 4 Capital Markets names. SCHW ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNEX	StoneX Group Inc.	88,518	$6,992,922
2	SCHW	Schwab Charles Corp This page	44,927	$4,145,414
3	MS	Morgan Stanley	12,212	$2,552,796
4	GS	Goldman Sachs Group Inc	2,324	$2,350,423

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,145,414	44,927	+0.5%	Shares	Sole	2026-07-13
2026-03-31	$4,199,684	44,687	-1.3%	Shares	Sole	2026-04-21
2025-12-31	$4,523,625	45,277	+0.1%	Shares	Sole	2026-01-14
2025-09-30	$4,316,389	45,212	-0.1%	Shares	Sole	2025-10-15
2025-06-30	$4,127,880	45,242	+2.5%	Shares	Sole	2025-07-17
2025-03-31	$3,455,044	44,137	-1.5%	Shares	Sole	2025-04-10
2024-12-31	$3,315,796	44,802	+0.2%	Shares	Sole	2025-02-07
2024-09-30	$2,897,460	44,707	-0.2%	Shares	Sole	2024-10-16
2024-06-30	$3,299,690	44,778	+2.7%	Shares	Sole	2024-07-15
2024-03-31	$3,152,577	43,580	-0.4%	Shares	Sole	2024-04-18
2023-12-31	$3,011,032	43,765	+0.9%	Shares	Sole	2024-01-19
2023-09-30	$2,380,738	43,365	+3.6%	Shares	Sole	2023-10-26
2023-06-30	$2,373,475	41,875	-5.6%	Shares	Sole	2023-07-14
2023-03-31	$2,323,681	44,362	+9.5%	Shares	Sole	2023-04-24
2022-12-31	$3,374,278	40,527	+9.2%	Shares	Sole	2023-02-01
2022-09-30	$2,666,880	37,107	+747.8%	Shares	Sole	2022-10-28
2022-06-30	$276,538	4,377	+10.0%	Shares	Sole	2022-08-02
2022-03-31	$335,553	3,980	+54.3%	Shares	Sole	2022-04-21
2021-12-31	$216,978	2,580	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.