MONETARY MANAGEMENT GROUP INC

Position in SCHW — Schwab Charles Corp

CIK 1133014 ST LOUIS, MO

Position in SCHW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$59,975

-$1,112 QoQ

Shares Held

650

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,063

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONETARY MANAGEMENT GROUP INC holds $1,996,397 across 4 Capital Markets names. SCHW ranks #4 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,535	$1,552,452
2	MS	Morgan Stanley	1,000	$209,040
3	JEF	Jefferies Financial Group Inc.	3,500	$174,930
4	SCHW	Schwab Charles Corp This page	650	$59,975

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,975	650	0.0%	Shares	Sole	2026-08-12
2026-03-31	$61,087	650	0.0%	Shares	Sole	2026-05-13
2025-12-31	$64,941	650	0.0%	Shares	Sole	2026-02-11
2025-09-30	$62,055	650	0.0%	Shares	Sole	2025-11-12
2025-06-30	$59,306	650	0.0%	Shares	Sole	2025-08-14
2025-03-31	$50,882	650	-18.8%	Shares	Sole	2025-05-14
2024-12-31	$59,208	800	0.0%	Shares	Sole	2025-02-13
2024-09-30	$51,848	800	-27.3%	Shares	Sole	2024-11-13
2024-06-30	$81,059	1,100	0.0%	Shares	Sole	2024-07-16
2024-03-31	$79,574	1,100	0.0%	Shares	Sole	2024-05-13
2023-12-31	$75,680	1,100	0.0%	Shares	Sole	2024-02-14
2023-09-30	$60,390	1,100	-12.0%	Shares	Sole	2023-11-09
2023-06-30	$70,850	1,250	-16.7%	Shares	Sole	2023-08-11
2023-03-31	$78,570	1,500	+11.1%	Shares	Sole	2023-05-11
2022-12-31	$112,401	1,350	0.0%	Shares	Sole	2023-02-13
2022-09-30	$97,024	1,350	0.0%	Shares	Sole	2022-11-14
2022-06-30	$85,293	1,350	0.0%	Shares	Sole	2022-08-11
2022-03-31	$113,818	1,350	0.0%	Shares	Sole	2022-05-12
2021-12-31	$113,535	1,350	0.0%	Shares	Sole	2022-02-14
2021-09-30	$98,334	1,350	0.0%	Shares	Sole	2021-11-12
2021-06-30	$98,293	1,350	0.0%	Shares	Sole	2021-08-12
2021-03-31	$87,993	1,350	0.0%	Shares	Sole	2021-05-17
2020-12-31	$71,604	1,350	0.0%	Shares	Sole	2021-02-12
2020-09-30	$48,910	1,350	0.0%	Shares	Sole	2020-11-12
2020-06-30	$45,549	1,350	0.0%	Shares	Sole	2020-08-13
2020-03-31	$45,387	1,350	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.