SFMG, LLC

Position in SCHW — Schwab Charles Corp

CIK 1512026 PLANO, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$712,601

-$73,447 QoQ

Shares Held

7,723

-7.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,363

of 2,309 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SFMG, LLC holds $3,037,143 across 6 Capital Markets names. SCHW ranks #2 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,335	$1,115,228
2	SCHW	Schwab Charles Corp This page	7,723	$712,601
3	IREN	IREN Ltd	12,326	$563,667
4	GS	Goldman Sachs Group Inc	406	$410,616
5	HLI	Houlihan Lokey, Inc.	1,695	$227,350
6	ABTC	American Bitcoin Corp.	752	$7,681

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$712,601	7,723	-7.7%	Shares	Sole	2026-08-13
2026-03-31	$786,048	8,364	-1.6%	Shares	Sole	2026-05-12
2025-12-31	$849,334	8,501	+30.2%	Shares	Sole	2026-02-10
2025-09-30	$623,228	6,528	+3.2%	Shares	Sole	2025-11-13
2025-06-30	$577,184	6,326	+0.5%	Shares	Sole	2025-08-12
2025-03-31	$492,772	6,295	-9.8%	Shares	Sole	2025-05-09
2024-12-31	$516,515	6,979	-88.1%	Shares	Sole	2025-02-11
2024-09-30	$3,794,107	58,542	+2.5%	Shares	Sole	2024-11-25
2024-06-30	$4,207,551	57,098	+1.7%	Shares	Sole	2024-08-14
2024-03-31	$4,062,325	56,156	+2.3%	Shares	Sole	2024-05-07
2023-12-31	$3,778,014	54,913	+2.7%	Shares	Sole	2024-01-30
2023-09-30	$2,935,393	53,468	+7.3%	Shares	Sole	2023-11-06
2023-06-30	$2,824,647	49,835	+8.7%	Shares	Sole	2023-08-14
2023-03-31	$2,401,151	45,841	+1787.2%	Shares	Sole	2023-05-01
2022-12-31	$202,238	2,429	-4.1%	Shares	Sole	2023-01-25
2022-03-31	$213,641	2,534	-13.5%	Shares	Sole	2022-04-21
2021-12-31	$246,497	2,931	+5.8%	Shares	Sole	2022-01-31
2021-06-30	$201,756	2,771	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.