Westover Capital Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1483467 WILMINGTON, DE

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,356,575

-$70,646 QoQ

Shares Held

25,540

-1.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

#882

of 2,303 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westover Capital Advisors, LLC holds $16,664,075 across 4 Capital Markets names. SCHW ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,087	$12,224,429
2	SCHW	Schwab Charles Corp This page	25,540	$2,356,575
3	MS	Morgan Stanley	8,710	$1,820,738
4	PJT	PJT Partners Inc.	1,738	$262,333

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,356,575	25,540	-1.1%	Shares	Sole	2026-08-04
2026-03-31	$2,427,221	25,827	+20.5%	Shares	Sole	2026-05-05
2025-12-31	$2,140,971	21,429	+42.3%	Shares	Sole	2026-02-09
2025-09-30	$1,437,969	15,062	+60.7%	Shares	Sole	2025-11-06
2025-06-30	$855,010	9,371	-0.6%	Shares	Sole	2025-08-11
2025-03-31	$737,789	9,425	+0.1%	Shares	Sole	2025-05-06
2024-12-31	$696,582	9,412	-48.2%	Shares	Sole	2025-02-06
2024-09-30	$1,177,079	18,162	-74.3%	Shares	Sole	2024-11-08
2024-06-30	$5,199,713	70,562	-4.8%	Shares	Sole	2024-08-08
2024-03-31	$5,360,104	74,096	-14.0%	Shares	Sole	2024-05-03
2023-12-31	$5,929,803	86,189	-2.9%	Shares	Sole	2024-02-06
2023-09-30	$4,871,880	88,741	-2.1%	Shares	Sole	2023-11-13
2023-06-30	$5,135,548	90,606	+56.7%	Shares	Sole	2023-08-11
2023-03-31	$3,028,349	57,815	—	Shares	Sole	2023-05-22
No filing history on record for this holder in this stock.