FLPUTNAM INVESTMENT MANAGEMENT CO

Position in SCHW — Schwab Charles Corp

CIK 1140334 PORTLAND, ME

Position in SCHW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$25,720,262

-$4,530,678 QoQ

Shares Held

278,750

-13.4% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#325

of 2,314 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Financial Services · as of Jun 30, 2026

FLPUTNAM INVESTMENT MANAGEMENT CO holds $145,420,302 across 9 Capital Markets names. SCHW ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	248,624	$51,972,360
2	SCHW	Schwab Charles Corp This page	278,750	$25,720,262
3	EVR	Evercore Inc.	73,592	$25,127,252
4	GS	Goldman Sachs Group Inc	16,969	$17,161,937
5	HLI	Houlihan Lokey, Inc.	109,973	$14,750,678
6	PJT	PJT Partners Inc.	66,276	$10,003,699
7	TW	Tradeweb Markets Inc.	2,910	$290,010
8	XP	XP Inc.	15,340	$249,428

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,720,262	278,750	-13.4%	Shares	Sole	2026-08-06
2026-03-31	$30,250,940	321,887	-2.3%	Shares	Sole	2026-05-05
2025-12-31	$32,913,451	329,431	+0.4%	Shares	Sole	2026-02-09
2025-09-30	$31,329,148	328,157	-0.3%	Shares	Sole	2025-10-10
2025-06-30	$30,032,102	329,155	-1.1%	Shares	Sole	2025-08-12
2025-03-31	$26,049,548	332,774	+1.6%	Shares	Sole	2025-05-15
2024-12-31	$24,232,206	327,418	-14.0%	Shares	Sole	2025-02-05
2024-09-30	$24,686,323	380,903	-8.8%	Shares	Sole	2024-11-08
2024-06-30	$30,784,881	417,762	-1.3%	Shares	Sole	2024-08-14
2024-03-31	$30,633,168	423,461	+10.3%	Shares	Sole	2024-05-03
2023-12-31	$26,410,462	383,873	+6.4%	Shares	Sole	2024-01-30
2023-09-30	$19,806,437	360,773	-2.5%	Shares	Sole	2023-11-06
2023-06-30	$20,979,025	370,131	-6.7%	Shares	Sole	2023-08-14
2023-03-31	$20,775,427	396,629	-7.9%	Shares	Sole	2023-04-27
2022-12-31	$35,850,423	430,584	+2.6%	Shares	Sole	2023-01-31
2022-09-30	$30,165,563	419,724	+0.1%	Shares	Sole	2022-11-07
2022-06-30	$26,486,825	419,228	-4.9%	Shares	Sole	2022-08-08
2022-03-31	$37,174,302	440,924	+3.0%	Shares	Sole	2022-04-28
2021-12-31	$35,988,324	427,923	+18.2%	Shares	Sole	2022-02-15
2021-09-30	$26,380,827	362,175	+7.2%	Shares	Sole	2021-10-26
2021-06-30	$24,602,790	337,904	+1.2%	Shares	Sole	2021-08-11
2021-03-31	$21,764,253	333,910	-6.9%	Shares	Sole	2021-05-14
2020-12-31	$19,030,592	358,797	-1.0%	Shares	Sole	2021-02-02
2020-09-30	$13,135,077	362,547	-11.2%	Shares	Sole	2020-11-03
2020-06-30	$13,777,020	408,329	+13.7%	Shares	Sole	2020-08-13
2020-03-31	$12,072,639	359,091	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.