Keel Point, LLC

Position in SCHW — Schwab Charles Corp

CIK 1386935 HUNTSVILLE, AL

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$481,280

-$5,254 QoQ

Shares Held

5,216

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,525

of 2,303 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

Keel Point, LLC holds $2,589,049 across 3 Capital Markets names. SCHW ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,153	$1,077,183
2	GS	Goldman Sachs Group Inc	1,019	$1,030,586
3	SCHW	Schwab Charles Corp This page	5,216	$481,280

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$481,280	5,216	+0.8%	Shares	Sole	2026-08-14
2026-03-31	$486,534	5,177	-27.4%	Shares	Sole	2026-06-01
2025-12-31	$711,958	7,126	-19.4%	Shares	Sole	2026-02-12
2025-09-30	$843,668	8,837	+1.6%	Shares	Sole	2025-12-16
2025-06-30	$793,970	8,702	+31.0%	Shares	Sole	2025-08-15
2025-03-31	$519,935	6,642	+34.0%	Shares	Sole	2025-05-15
2024-12-31	$366,867	4,957	-2.1%	Shares	Sole	2025-02-14
2024-09-30	$328,197	5,064	-4.0%	Shares	Sole	2024-11-14
2024-06-30	$388,862	5,277	-10.1%	Shares	Sole	2024-08-14
2024-03-31	$424,418	5,867	+7.7%	Shares	Sole	2024-04-16
2023-12-31	$374,960	5,450	+10.4%	Shares	Sole	2024-01-30
2023-09-30	$271,096	4,938	-11.8%	Shares	Sole	2023-10-26
2023-06-30	$317,408	5,600	+20.7%	Shares	Sole	2023-07-12
2023-03-31	$243,043	4,640	-23.0%	Shares	Sole	2023-04-03
2022-12-31	$501,474	6,023	-1.0%	Shares	Sole	2023-01-17
2022-09-30	$437,113	6,082	+39.5%	Shares	Sole	2022-10-05
2022-06-30	$275,401	4,359	-0.2%	Shares	Sole	2022-08-11
2022-03-31	$368,266	4,368	-4.7%	Shares	Sole	2022-04-27
2021-12-31	$385,598	4,585	+10.2%	Shares	Sole	2022-01-31
2021-09-30	$303,014	4,160	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.