TOWER BRIDGE ADVISORS

Position in SCHW — Schwab Charles Corp

CIK 1278249 WEST CONSHOHOCKEN, PA

Position in SCHW

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

Position Value

$11,170,113

-$463,671 QoQ

Shares Held

121,059

-2.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#487

of 2,303 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

TOWER BRIDGE ADVISORS holds $12,686,813 across 3 Capital Markets names. SCHW ranks #1 (88.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	121,059	$11,170,113
2	GS	Goldman Sachs Group Inc	1,115	$1,127,677
3	MS	Morgan Stanley	1,861	$389,023

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,170,113	121,059	-2.2%	Shares	Sole	2026-08-12
2026-03-31	$11,633,784	123,790	+3.8%	Shares	Sole	2026-05-12
2025-12-31	$11,917,764	119,285	-1.6%	Shares	Sole	2026-02-13
2025-09-30	$11,575,069	121,243	-2.2%	Shares	Sole	2025-11-12
2025-06-30	$11,316,314	124,028	+6.8%	Shares	Sole	2025-08-11
2025-03-31	$9,089,717	116,118	-4.5%	Shares	Sole	2025-05-08
2024-12-31	$8,995,397	121,543	-4.9%	Shares	Sole	2025-02-05
2024-09-30	$8,286,541	127,859	-2.6%	Shares	Sole	2024-11-06
2024-06-30	$9,674,760	131,290	-13.5%	Shares	Sole	2024-07-24
2024-03-31	$10,985,480	151,859	-39.4%	Shares	Sole	2024-04-29
2023-12-31	$17,231,304	250,455	+11.7%	Shares	Sole	2024-02-14
2023-09-30	$12,307,097	224,173	-0.7%	Shares	Sole	2023-11-01
2023-06-30	$12,790,805	225,667	-4.5%	Shares	Sole	2023-07-20
2023-03-31	$12,375,403	236,262	+0.9%	Shares	Sole	2023-04-26
2022-12-31	$19,493,663	234,130	+1.5%	Shares	Sole	2023-01-27
2022-09-30	$16,586,158	230,780	+0.4%	Shares	Sole	2022-11-14
2022-06-30	$14,518,764	229,800	-3.1%	Shares	Sole	2022-07-21
2022-03-31	$19,984,505	237,036	-3.9%	Shares	Sole	2022-05-05
2021-12-31	$20,740,826	246,621	+0.0%	Shares	Sole	2022-02-09
2021-09-30	$17,959,211	246,557	+0.2%	Shares	Sole	2021-10-28
2021-06-30	$17,922,691	246,157	-1.1%	Shares	Sole	2021-08-10
2021-03-31	$16,216,718	248,799	-1.4%	Shares	Sole	2021-05-12
2020-12-31	$13,377,324	252,212	-1.1%	Shares	Sole	2021-02-11
2020-09-30	$9,235,135	254,903	+2.8%	Shares	Sole	2020-11-13
2020-06-30	$8,365,360	247,936	-0.6%	Shares	Sole	2020-07-22
2020-03-31	$8,382,844	249,341	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.