CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Position in SCHW — Schwab Charles Corp

CIK 1365707 Norwell, MA

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$10,334

-$191 QoQ

Shares Held

112

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,210

of 2,304 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $12,995,117 across 4 Capital Markets names. SCHW ranks #4 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,041	$12,177,906
2	MS	Morgan Stanley	3,745	$782,854
3	IBKR	Interactive Brokers Group, Inc.	276	$24,023
4	SCHW	Schwab Charles Corp This page	112	$10,334

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,334	112	0.0%	Shares	Sole	2026-07-09
2026-03-31	$10,525	112	—	Shares	Sole	2026-04-20
No filing history on record for this holder in this stock.