Bragg Financial Advisors, Inc

Position in SCHW — Schwab Charles Corp

CIK 1327055 CHARLOTTE, NC

Position in SCHW

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

Position Value

$709,279

-$25,174 QoQ

Shares Held

7,687

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,363

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

Bragg Financial Advisors, Inc holds $3,269,192 across 3 Capital Markets names. SCHW ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,045	$2,068,251
2	SCHW	Schwab Charles Corp This page	7,687	$709,279
3	MS	Morgan Stanley	2,352	$491,662

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$709,279	7,687	-1.6%	Shares	Sole	2026-08-12
2026-03-31	$734,453	7,815	-0.4%	Shares	Sole	2026-05-15
2025-12-31	$783,793	7,845	-0.6%	Shares	Sole	2026-02-13
2025-09-30	$753,353	7,891	+14.0%	Shares	Sole	2025-11-13
2025-06-30	$631,472	6,921	-0.0%	Shares	Sole	2025-08-14
2025-03-31	$542,010	6,924	+1.5%	Shares	Sole	2025-05-14
2024-12-31	$504,822	6,821	0.0%	Shares	Sole	2025-02-13
2024-09-30	$442,069	6,821	-22.3%	Shares	Sole	2024-11-14
2024-06-30	$646,703	8,776	+28.4%	Shares	Sole	2024-08-15
2024-03-31	$494,516	6,836	0.0%	Shares	Sole	2024-05-14
2023-12-31	$470,316	6,836	-0.6%	Shares	Sole	2024-02-14
2023-09-30	$377,492	6,876	-6.3%	Shares	Sole	2023-11-14
2023-06-30	$415,917	7,338	0.0%	Shares	Sole	2023-08-15
2023-03-31	$384,364	7,338	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$613,709	7,371	0.0%	Shares	Sole	2023-02-15
2022-09-30	$529,753	7,371	-4.4%	Shares	Sole	2022-11-14
2022-06-30	$487,054	7,709	0.0%	Shares	Sole	2022-08-15
2022-03-31	$649,945	7,709	+0.7%	Shares	Sole	2022-05-11
2021-12-31	$643,701	7,654	0.0%	Shares	Sole	2022-02-14
2021-09-30	$557,517	7,654	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$554,885	7,621	-0.7%	Shares	Sole	2021-08-16
2021-03-31	$500,321	7,676	+0.3%	Shares	Sole	2021-05-14
2020-12-31	$405,809	7,651	-1.3%	Shares	Sole	2021-02-11
2020-09-30	$280,818	7,751	-4.9%	Shares	Sole	2020-11-13
2020-06-30	$275,014	8,151	-8.9%	Shares	Sole	2020-08-14
2020-03-31	$300,932	8,951	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.