GRIMES & Co WEALTH MANAGEMENT, LLC

Position in SCHW — Schwab Charles Corp

CIK 1321993 WESTBOROUGH, MA

Position in SCHW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$10,402,427

+$7,805,760 QoQ

Shares Held

112,739

+308.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#504

of 2,309 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $17,700,422 across 3 Capital Markets names. SCHW ranks #1 (58.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	112,739	$10,402,427
2	GS	Goldman Sachs Group Inc	3,683	$3,724,875
3	MS	Morgan Stanley	17,093	$3,573,120

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,402,427	112,739	+308.0%	Shares	Sole	2026-07-17
2026-03-31	$2,596,667	27,630	-26.2%	Shares	Other	2026-04-21
2025-12-31	$3,740,430	37,438	+19.8%	Shares	Sole	2026-02-03
2025-09-30	$2,984,201	31,258	+88.2%	Shares	Sole	2025-10-27
2025-06-30	$1,515,405	16,609	-5.6%	Shares	Sole	2025-07-22
2025-03-31	$1,376,710	17,587	-50.3%	Shares	Sole	2025-04-17
2024-12-31	$2,618,177	35,376	-8.0%	Shares	Sole	2025-01-21
2024-09-30	$2,492,074	38,452	-73.1%	Shares	Sole	2024-10-22
2024-06-30	$10,526,837	142,853	-59.7%	Shares	Sole	2024-07-22
2024-03-31	$25,667,606	354,819	+2.1%	Shares	Sole	2024-04-17
2023-12-31	$23,916,393	347,622	+1.2%	Shares	Sole	2024-01-24
2023-09-30	$18,854,416	343,432	+2.1%	Shares	Sole	2023-10-19
2023-06-30	$19,059,896	336,272	+5.5%	Shares	Sole	2023-07-19
2023-03-31	$16,688,163	318,598	+244.7%	Shares	Sole	2023-04-20
2022-12-31	$7,696,637	92,441	+7.5%	Shares	Sole	2023-01-25
2022-09-30	$6,180,101	85,990	+7.7%	Shares	Sole	2022-10-28
2022-06-30	$5,043,912	79,834	+599.9%	Shares	Sole	2022-07-22
2022-03-31	$961,724	11,407	-49.0%	Shares	Sole	2022-05-06
2021-12-31	$1,879,971	22,354	-1.1%	Shares	Sole	2022-02-01
2021-09-30	$1,645,819	22,595	-89.6%	Shares	Sole	2021-11-08
2021-06-30	$15,752,880	216,356	-16.7%	Shares	Sole	2021-08-04
2021-03-31	$16,934,285	259,808	-2.3%	Shares	Sole	2021-05-12
2020-12-31	$14,105,988	265,950	+2.0%	Shares	Sole	2021-02-02
2020-09-30	$9,446,211	260,729	+17.3%	Shares	Sole	2020-11-12
2020-06-30	$7,501,279	222,326	+2.0%	Shares	Sole	2020-07-31
2020-03-31	$7,329,496	218,010	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.