Forvis Mazars Wealth Advisors, LLC
Position in SCHW — Schwab Charles Corp
CIK 1352864
Springfield, MO
Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$289,543
-$24,538 QoQ
Shares Held
3,138
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,774
of 2,304 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $5,019,796 across 3 Capital Markets names. SCHW ranks #3 (5.8% of the industry book) .
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,543 | 3,138 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $314,081 | 3,342 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $328,603 | 3,289 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $280,681 | 2,940 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $258,117 | 2,829 | Shares | Sole | 2025-07-29 | |
| 2020-12-31 | $206,060 | 3,885 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||