CULLINAN ASSOCIATES INC

Position in SCHW — Schwab Charles Corp

CIK 1161670 LOUISVILLE, KY

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,098,013

-$20,349 QoQ

Shares Held

11,900

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,172

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CULLINAN ASSOCIATES INC holds $11,395,115 across 4 Capital Markets names. SCHW ranks #3 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,491	$6,564,802
2	MS	Morgan Stanley	13,585	$2,839,808
3	SCHW	Schwab Charles Corp This page	11,900	$1,098,013
4	HOOD	Robinhood Markets, Inc.	8,900	$892,492

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,098,013	11,900	0.0%	Shares	Sole	2026-07-29
2026-03-31	$1,118,362	11,900	0.0%	Shares	Sole	2026-05-01
2025-12-31	$1,188,929	11,900	0.0%	Shares	Sole	2026-01-30
2025-09-30	$1,136,093	11,900	0.0%	Shares	Sole	2025-10-27
2025-06-30	$1,085,756	11,900	0.0%	Shares	Sole	2025-07-22
2025-03-31	$931,532	11,900	+3.5%	Shares	Sole	2025-04-22
2024-12-31	$851,115	11,500	-13.5%	Shares	Sole	2025-01-24
2024-09-30	$861,973	13,300	-65.7%	Shares	Sole	2024-10-23
2024-06-30	$2,859,172	38,800	-3.2%	Shares	Sole	2024-07-10
2024-03-31	$2,900,834	40,100	-15.0%	Shares	Sole	2024-04-18
2023-12-31	$3,247,360	47,200	-11.6%	Shares	Sole	2024-01-24
2023-09-30	$2,931,660	53,400	-0.9%	Shares	Sole	2023-10-11
2023-06-30	$3,055,052	53,900	-35.4%	Shares	Sole	2023-07-14
2023-03-31	$4,368,492	83,400	+10.2%	Shares	Sole	2023-04-05
2022-12-31	$6,302,782	75,700	-0.4%	Shares	Sole	2023-01-11
2022-09-30	$5,462,120	76,000	-1.9%	Shares	Sole	2022-10-19
2022-06-30	$4,896,450	77,500	+7.0%	Shares	Sole	2022-07-08
2022-03-31	$6,108,259	72,450	-10.1%	Shares	Sole	2022-04-21
2021-12-31	$6,774,086	80,548	+10.2%	Shares	Sole	2022-01-07
2021-09-30	$5,324,458	73,098	+6.1%	Shares	Sole	2021-10-08
2021-06-30	$5,016,609	68,900	-30.9%	Shares	Sole	2021-07-07
2021-03-31	$6,498,446	99,700	+2.3%	Shares	Sole	2021-04-20
2020-12-31	$5,171,400	97,500	-25.7%	Shares	Sole	2021-01-14
2020-09-30	$4,756,999	131,300	-3.3%	Shares	Sole	2020-10-09
2020-06-30	$4,581,892	135,800	0.0%	Shares	Sole	2020-07-07
2020-03-31	$4,565,596	135,800	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.