Gallagher Fiduciary Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1527781 ROLLING MEADOWS, IL

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$264,907

-$25,679 QoQ

Shares Held

2,871

-7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,818

of 2,309 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Gallagher Fiduciary Advisors, LLC holds $2,136,624 across 4 Capital Markets names. SCHW ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	3,825	$799,578
2	RIOT	Riot Platforms, Inc.	21,626	$592,119
3	HUT	Hut 8 Corp.	4,158	$480,020
4	SCHW	Schwab Charles Corp This page	2,871	$264,907

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$264,907	2,871	-7.1%	Shares	Sole	2026-08-14
2026-03-31	$290,586	3,092	+0.3%	Shares	Sole	2026-05-15
2025-12-31	$307,922	3,082	+5.9%	Shares	Sole	2026-02-17
2025-09-30	$277,817	2,910	+13.3%	Shares	Sole	2025-11-14
2025-06-30	$234,395	2,569	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.