LOGAN CAPITAL MANAGEMENT INC

Position in SCHW — Schwab Charles Corp

CIK 1121330 Newtown Square, PA

Position in SCHW

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

Position Value

$23,621

-$819 QoQ

Shares Held

256

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,150

of 2,304 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LOGAN CAPITAL MANAGEMENT INC holds $16,987,755 across 5 Capital Markets names. SCHW ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	35,802	$10,084,707
2	MS	Morgan Stanley	24,862	$5,197,152
3	IBKR	Interactive Brokers Group, Inc.	19,316	$1,681,264
4	SCHW	Schwab Charles Corp This page	256	$23,621
5	GS	Goldman Sachs Group Inc	1	$1,011

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,621	256	0.0%	Shares	Sole	2026-08-14
2025-09-30	$24,440	256	0.0%	Shares	Sole	2025-11-14
2025-06-30	$23,357	256	-73.3%	Shares	Sole	2025-08-01
2025-03-31	$75,070	959	0.0%	Shares	Sole	2025-05-16
2024-12-31	$70,975	959	-90.1%	Shares	Sole	2025-02-14
2024-09-30	$630,536	9,729	0.0%	Shares	Sole	2024-12-06
2024-06-30	$716,930	9,729	0.0%	Shares	Sole	2024-08-14
2024-03-31	$703,795	9,729	0.0%	Shares	Sole	2024-05-13
2023-12-31	$669,355	9,729	0.0%	Shares	Sole	2024-02-14
2023-09-30	$534,122	9,729	-0.5%	Shares	Sole	2023-11-14
2023-06-30	$553,990	9,774	-3.2%	Shares	Sole	2023-08-14
2023-03-31	$528,880	10,097	0.0%	Shares	Sole	2023-05-12
2022-12-31	$840,676	10,097	0.0%	Shares	Sole	2023-02-14
2022-09-30	$725,671	10,097	+2.7%	Shares	Sole	2022-11-14
2022-06-30	$621,122	9,831	0.0%	Shares	Sole	2022-08-11
2022-03-31	$828,851	9,831	0.0%	Shares	Sole	2022-05-16
2021-12-31	$826,787	9,831	+1.0%	Shares	Sole	2022-02-14
2021-09-30	$708,660	9,729	0.0%	Shares	Sole	2021-11-12
2021-06-30	$708,368	9,729	0.0%	Shares	Sole	2021-08-17
2021-03-31	$634,136	9,729	0.0%	Shares	Sole	2021-05-14
2020-12-31	$516,026	9,729	0.0%	Shares	Sole	2021-02-12
2020-09-30	$352,481	9,729	-4.2%	Shares	Sole	2020-11-13
2020-06-30	$342,764	10,159	-7.2%	Shares	Sole	2020-08-14
2020-03-31	$368,105	10,949	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.