Ancora Advisors LLC

Position in SCHW — Schwab Charles Corp

CIK 1446114 Cleveland, OH

Position in SCHW

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

Position Value

$2,350,670

-$78,525 QoQ

Shares Held

25,476

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#866

of 2,263 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

Ancora Advisors LLC holds $51,431,058 across 11 Capital Markets names. SCHW ranks #3 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLI	Houlihan Lokey, Inc.	214,346	$28,750,228
2	SF	Stifel Financial Corp	254,005	$17,721,928
3	SCHW	Schwab Charles Corp This page	25,476	$2,350,670
4	SNEX	StoneX Group Inc.	19,765	$2,342,152
5	HOOD	Robinhood Markets, Inc.	1,192	$119,533
6	MS	Morgan Stanley	458	$95,740
7	BGC	BGC Group, Inc.	4,000	$42,760
8	MARA	MARA Holdings, Inc.	225	$3,125

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,350,670	25,476	-1.4%	Shares	Sole	2026-08-14
2026-03-31	$2,429,195	25,848	+2.5%	Shares	Sole	2026-05-15
2025-12-31	$2,519,230	25,215	+4.3%	Shares	Sole	2026-02-17
2025-09-30	$2,308,846	24,184	-5.8%	Shares	Sole	2025-11-14
2025-06-30	$2,341,492	25,663	-7.9%	Shares	Sole	2025-08-14
2025-03-31	$2,181,976	27,874	-8.1%	Shares	Sole	2025-05-15
2024-12-31	$2,244,871	30,332	-2.3%	Shares	Sole	2025-02-14
2024-09-30	$2,011,443	31,036	-7.4%	Shares	Sole	2024-11-14
2024-06-30	$2,468,541	33,499	-18.3%	Shares	Sole	2024-08-14
2024-03-31	$2,965,795	40,998	-0.1%	Shares	Sole	2024-05-16
2023-12-31	$2,823,345	41,037	+3.8%	Shares	Sole	2024-02-14
2023-09-30	$2,170,581	39,537	-0.2%	Shares	Sole	2023-11-14
2023-06-30	$2,245,945	39,625	-14.9%	Shares	Sole	2023-08-14
2023-03-31	$2,439,178	46,567	+53.9%	Shares	Sole	2023-05-16
2022-12-31	$2,519,030	30,255	-1.5%	Shares	Sole	2023-02-14
2022-09-30	$2,208,421	30,728	+2.0%	Shares	Sole	2022-11-14
2022-06-30	$1,904,245	30,140	-20.6%	Shares	Sole	2022-08-15
2022-03-31	$3,201,587	37,974	-5.3%	Shares	Sole	2022-05-16
2021-12-31	$3,371,736	40,092	-4.8%	Shares	Sole	2022-02-14
2021-09-30	$3,066,418	42,098	-19.8%	Shares	Sole	2021-11-15
2021-06-30	$3,823,762	52,517	-23.6%	Shares	Sole	2021-11-12
2021-03-31	$4,480,602	68,742	-21.6%	Shares	Sole	2021-11-12
2020-12-31	$4,650,652	87,682	+7.9%	Shares	Sole	2021-11-12
2020-09-30	$2,945,100	81,289	+10.3%	Shares	Sole	2021-11-12
2020-06-30	$2,486,738	73,703	-0.1%	Shares	Sole	2021-11-12
2020-03-31	$2,481,356	73,806	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.