Main Street Research LLC

Position in SCHW — Schwab Charles Corp

CIK 1513211 SAUSALITO, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,233,993

-$122,919 QoQ

Shares Held

45,887

-1.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#694

of 2,312 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Main Street Research LLC holds $5,773,199 across 4 Capital Markets names. SCHW ranks #1 (73.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	45,887	$4,233,993
2	GS	Goldman Sachs Group Inc	811	$820,221
3	HUT	Hut 8 Corp.	3,986	$460,163
4	HOOD	Robinhood Markets, Inc.	2,581	$258,822

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,233,993	45,887	-1.0%	Shares	Sole	2026-07-29
2026-03-31	$4,356,912	46,360	+45.9%	Shares	Sole	2026-04-30
2025-12-31	$3,175,339	31,782	-6.8%	Shares	Sole	2026-02-09
2025-09-30	$3,255,336	34,098	+1.4%	Shares	Sole	2025-11-13
2025-06-30	$3,067,215	33,617	-5.1%	Shares	Sole	2025-08-05
2025-03-31	$2,772,364	35,416	-2.3%	Shares	Sole	2025-04-30
2024-12-31	$2,682,122	36,240	-1.0%	Shares	Sole	2025-02-07
2024-09-30	$2,373,601	36,624	-90.9%	Shares	Sole	2024-11-12
2024-06-30	$29,634,949	402,157	+2.8%	Shares	Sole	2024-07-29
2024-03-31	$28,310,548	391,354	+5.5%	Shares	Sole	2024-05-01
2023-12-31	$25,518,814	370,913	+0.5%	Shares	Sole	2024-01-30
2023-09-30	$20,257,441	368,988	+58.2%	Shares	Sole	2023-11-03
2023-06-30	$13,221,913	233,273	-0.5%	Shares	Sole	2023-08-08
2023-03-31	$12,275,043	234,346	+458.7%	Shares	Sole	2023-05-01
2022-12-31	$3,492,090	41,942	+0.8%	Shares	Sole	2023-02-06
2022-09-30	$2,989,863	41,601	+1.5%	Shares	Sole	2022-11-14
2022-06-30	$2,589,621	40,988	-7.2%	Shares	Sole	2022-08-12
2022-03-31	$3,723,972	44,170	-3.8%	Shares	Sole	2022-05-05
2021-12-31	$3,860,694	45,906	+0.6%	Shares	Sole	2022-02-09
2021-09-30	$3,322,596	45,615	-0.0%	Shares	Sole	2021-11-12
2021-06-30	$3,321,300	45,616	-6.0%	Shares	Sole	2021-08-06
2021-03-31	$3,162,077	48,513	-0.6%	Shares	Sole	2021-05-07
2020-12-31	$2,587,450	48,783	+12.1%	Shares	Sole	2021-02-12
2020-09-30	$1,576,186	43,505	+2.4%	Shares	Sole	2020-11-10
2020-06-30	$1,433,848	42,497	0.0%	Shares	Sole	2020-07-29
2020-03-31	$1,428,749	42,497	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.