Palisade Asset Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1434323 MINNEAPOLIS, MN

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,040,528

-$19,284 QoQ

Shares Held

11,277

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,190

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Palisade Asset Management, LLC holds $6,715,311 across 3 Capital Markets names. SCHW ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	25,157	$5,258,819
2	SCHW	Schwab Charles Corp This page	11,277	$1,040,528
3	IBKR	Interactive Brokers Group, Inc.	4,779	$415,964

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,040,528	11,277	0.0%	Shares	Sole	2026-07-20
2026-03-31	$1,059,812	11,277	+0.2%	Shares	Sole	2026-04-14
2025-12-31	$1,123,887	11,249	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,073,942	11,249	+0.2%	Shares	Sole	2025-11-17
2025-06-30	$1,024,533	11,229	-0.4%	Shares	Sole	2025-08-07
2025-03-31	$882,137	11,269	-57.7%	Shares	Sole	2025-04-23
2024-12-31	$1,973,106	26,660	-0.3%	Shares	Sole	2025-02-11
2024-09-30	$1,732,695	26,735	+2.2%	Shares	Sole	2024-11-12
2024-06-30	$1,928,467	26,170	-0.5%	Shares	Sole	2024-08-02
2024-03-31	$1,902,180	26,295	+0.8%	Shares	Sole	2024-05-01
2023-12-31	$1,794,648	26,085	-0.0%	Shares	Sole	2024-02-06
2023-09-30	$1,432,231	26,088	+0.6%	Shares	Sole	2023-11-07
2023-06-30	$1,469,429	25,925	0.0%	Shares	Sole	2023-08-08
2023-03-31	$1,357,951	25,925	+0.5%	Shares	Sole	2023-05-10
2022-12-31	$2,148,108	25,800	+7.8%	Shares	Sole	2023-02-07
2022-09-30	$1,719,777	23,929	+3.0%	Shares	Sole	2022-11-09
2022-06-30	$1,467,608	23,229	0.0%	Shares	Sole	2022-08-05
2022-03-31	$1,958,436	23,229	0.0%	Shares	Sole	2022-04-21
2021-12-31	$1,953,558	23,229	0.0%	Shares	Sole	2022-02-01
2021-09-30	$1,692,000	23,229	0.0%	Shares	Sole	2021-10-25
2021-06-30	$1,691,303	23,229	-1.4%	Shares	Sole	2021-07-22
2021-03-31	$1,536,227	23,569	0.0%	Shares	Sole	2021-05-04
2020-12-31	$1,250,099	23,569	0.0%	Shares	Sole	2021-02-03
2020-09-30	$853,904	23,569	0.0%	Shares	Sole	2020-10-26
2020-06-30	$795,218	23,569	0.0%	Shares	Sole	2020-07-27
2020-03-31	$792,389	23,569	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.