TCTC Holdings, LLC

Position in SCHW — Schwab Charles Corp

CIK 1483870 DALLAS, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$16,907,646

+$102,613 QoQ

Shares Held

183,241

+2.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#394

of 2,303 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

TCTC Holdings, LLC holds $23,453,483 across 3 Capital Markets names. SCHW ranks #1 (72.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	183,241	$16,907,646
2	MS	Morgan Stanley	21,831	$4,563,552
3	GS	Goldman Sachs Group Inc	1,960	$1,982,285

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,907,646	183,241	+2.5%	Shares	Sole	2026-08-11
2026-03-31	$16,805,033	178,815	+1.8%	Shares	Defined	2026-05-07
2025-12-31	$17,542,297	175,581	-0.1%	Shares	Sole	2026-02-12
2025-09-30	$16,781,238	175,775	+0.4%	Shares	Sole	2025-11-07
2025-06-30	$15,981,598	175,160	+0.0%	Shares	Sole	2025-08-12
2025-03-31	$13,711,446	175,159	+0.0%	Shares	Sole	2025-05-07
2024-12-31	$12,963,369	175,157	-0.2%	Shares	Sole	2025-02-10
2024-09-30	$11,378,561	175,568	-1.5%	Shares	Sole	2024-11-01
2024-06-30	$13,134,579	178,241	-0.2%	Shares	Sole	2024-08-06
2024-03-31	$12,916,089	178,547	+0.3%	Shares	Sole	2024-05-09
2023-12-31	$12,241,515	177,929	+73.8%	Shares	Sole	2024-02-09
2023-09-30	$5,620,387	102,375	+0.2%	Shares	Sole	2023-11-13
2023-06-30	$5,789,862	102,150	+60.5%	Shares	Sole	2023-08-10
2023-03-31	$3,333,987	63,650	+565.1%	Shares	Sole	2023-05-12
2022-12-31	$796,798	9,570	-13.2%	Shares	Sole	2023-02-10
2022-09-30	$792,007	11,020	0.0%	Shares	Sole	2022-11-10
2022-06-30	$696,243	11,020	0.0%	Shares	Defined	2022-08-11
2022-03-31	$929,096	11,020	0.0%	Shares	Sole	2022-05-11
2021-12-31	$926,782	11,020	0.0%	Shares	Sole	2022-02-09
2021-09-30	$802,696	11,020	0.0%	Shares	Sole	2021-11-04
2021-06-30	$802,366	11,020	+2.8%	Shares	Defined	2021-08-11
2021-03-31	$698,729	10,720	0.0%	Shares	Sole	2021-05-12
2020-12-31	$568,588	10,720	0.0%	Shares	Sole	2021-02-10
2020-09-30	$388,385	10,720	0.0%	Shares	Sole	2020-11-12
2020-06-30	$361,692	10,720	0.0%	Shares	Sole	2020-08-12
2020-03-31	$360,406	10,720	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.