Ironwood Investment Counsel, LLC

Position in SCHW — Schwab Charles Corp

CIK 1330463 SCOTTSDALE, AZ

Position in SCHW

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

Position Value

$11,569,919

-$327,761 QoQ

Shares Held

125,392

-1.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#476

of 2,303 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ironwood Investment Counsel, LLC holds $15,561,027 across 3 Capital Markets names. SCHW ranks #1 (74.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	125,392	$11,569,919
2	MS	Morgan Stanley	18,033	$3,769,618
3	GS	Goldman Sachs Group Inc	219	$221,490

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,569,919	125,392	-1.0%	Shares	Sole	2026-08-06
2026-03-31	$11,897,680	126,598	-0.9%	Shares	Sole	2026-05-07
2025-12-31	$12,760,305	127,718	-3.3%	Shares	Sole	2026-02-06
2025-09-30	$12,605,190	132,033	+0.4%	Shares	Sole	2025-11-05
2025-06-30	$12,001,892	131,542	-1.4%	Shares	Sole	2025-08-08
2025-03-31	$10,439,499	133,361	+3.1%	Shares	Sole	2025-05-12
2024-12-31	$9,570,233	129,310	-0.0%	Shares	Sole	2025-02-10
2024-09-30	$8,382,071	129,333	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$9,542,486	129,495	+0.5%	Shares	Sole	2024-08-05
2024-03-31	$9,320,357	128,841	+2.0%	Shares	Sole	2024-05-10
2023-12-31	$8,688,408	126,285	-0.7%	Shares	Sole	2024-02-08
2023-09-30	$6,978,723	127,117	+1.5%	Shares	Sole	2023-11-14
2023-06-30	$7,101,890	125,298	+39.1%	Shares	Sole	2023-08-08
2023-03-31	$4,719,542	90,102	+1.7%	Shares	Sole	2023-05-11
2022-12-31	$7,379,500	88,632	+0.4%	Shares	Sole	2023-02-02
2022-09-30	$6,345,042	88,285	+3.7%	Shares	Sole	2022-11-09
2022-06-30	$5,380,914	85,168	+3.4%	Shares	Sole	2022-08-04
2022-03-31	$6,941,157	82,329	-0.1%	Shares	Sole	2022-05-09
2021-12-31	$6,928,830	82,388	-0.3%	Shares	Sole	2022-02-04
2021-09-30	$6,018,623	82,628	+0.9%	Shares	Sole	2021-11-04
2021-06-30	$5,961,755	81,881	-1.2%	Shares	Sole	2021-08-06
2021-03-31	$5,403,030	82,894	-40.4%	Shares	Sole	2021-05-03
2020-12-31	$7,382,372	139,185	-0.3%	Shares	Sole	2021-02-11
2020-09-30	$5,059,773	139,657	+3.3%	Shares	Sole	2020-11-16
2020-06-30	$4,562,120	135,214	+15.3%	Shares	Sole	2020-08-11
2020-03-31	$3,942,651	117,271	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.