Roundview Capital LLC

Position in SCHW — Schwab Charles Corp

CIK 1476804 PRINCETON, NJ

Position in SCHW

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

Position Value

$2,527,921

-$1,222,068 QoQ

Shares Held

27,397

-31.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#857

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Roundview Capital LLC holds $14,942,921 across 5 Capital Markets names. SCHW ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,273	$9,378,434
2	SCHW	Schwab Charles Corp This page	27,397	$2,527,921
3	IBKR	Interactive Brokers Group, Inc.	18,348	$1,597,009
4	MS	Morgan Stanley	5,669	$1,185,047
5	HOOD	Robinhood Markets, Inc.	2,538	$254,510

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,527,921	27,397	-31.3%	Shares	Sole	2026-07-30
2026-03-31	$3,749,989	39,902	+26.5%	Shares	Sole	2026-05-08
2025-12-31	$3,151,461	31,543	-9.7%	Shares	Sole	2026-02-09
2025-09-30	$3,333,239	34,914	-0.2%	Shares	Sole	2025-11-12
2025-06-30	$3,191,848	34,983	-64.4%	Shares	Sole	2025-07-23
2025-03-31	$7,695,237	98,304	-1.8%	Shares	Sole	2025-05-06
2024-12-31	$7,407,808	100,092	+0.9%	Shares	Sole	2025-02-12
2024-09-30	$6,427,920	99,181	-2.3%	Shares	Sole	2024-11-14
2024-06-30	$7,481,819	101,531	-0.7%	Shares	Sole	2024-08-09
2024-03-31	$7,399,586	102,289	+4.4%	Shares	Sole	2024-05-06
2023-12-31	$6,739,579	97,959	+14.3%	Shares	Sole	2024-02-12
2023-09-30	$4,706,467	85,728	-2.1%	Shares	Sole	2023-11-13
2023-06-30	$4,961,823	87,541	+63.3%	Shares	Sole	2023-08-09
2023-03-31	$2,808,772	53,623	+13.8%	Shares	Sole	2023-05-09
2022-12-31	$3,923,211	47,120	+13.3%	Shares	Sole	2023-02-13
2022-09-30	$2,989,720	41,599	+1.7%	Shares	Sole	2022-11-10
2022-06-30	$2,584,567	40,908	-0.2%	Shares	Sole	2022-08-11
2022-03-31	$3,456,457	40,997	+0.5%	Shares	Sole	2022-05-17
2021-12-31	$3,429,513	40,779	+0.1%	Shares	Sole	2022-02-10
2021-09-30	$2,966,117	40,721	+0.3%	Shares	Sole	2021-11-10
2021-06-30	$2,956,304	40,603	+0.3%	Shares	Sole	2021-08-10
2021-03-31	$2,638,030	40,473	+30.8%	Shares	Sole	2021-05-14
2020-12-31	$1,641,641	30,951	+38.2%	Shares	Sole	2021-02-08
2020-09-30	$811,370	22,395	-2.4%	Shares	Sole	2020-11-05
2020-06-30	$774,299	22,949	-14.0%	Shares	Sole	2020-08-13
2020-03-31	$896,813	26,675	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.