CWM, LLC

Position in SCHW — Schwab Charles Corp

CIK 1535847 OMAHA, NE

Position in SCHW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$11,275,250

-$1,687,972 QoQ

Shares Held

119,975

-7.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 3.198139627925585.ToString("F0")% Shared 0.ToString("F0")% None 96.80186037207442.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $141,422,570 across 45 Capital Markets names. SCHW ranks #5 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	213,933	$35,206,953
2	GS	Goldman Sachs Group Inc	39,162	$33,130,660
3	MKTX	Marketaxess Holdings Inc	73,978	$12,204,890
4	EVR	Evercore Inc.	39,349	$11,746,069
5	SCHW	Schwab Charles Corp This page	119,975	$11,275,250
6	SF	Stifel Financial Corp	140,171	$10,361,440
7	TW	Tradeweb Markets Inc.	68,901	$8,106,891
8	JEF	Jefferies Financial Group Inc.	118,246	$4,880,012

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,275,250	119,975	-7.5%	Shares	Sole	2026-05-14
2025-12-31	$12,963,222	129,749	+7.7%	Shares	Sole	2026-01-26
2025-09-30	$11,496,879	120,424	+16.9%	Shares	Sole	2025-10-15
2025-06-30	$9,402,646	103,054	-63.4%	Shares	Sole	2025-07-25
2025-03-31	$22,039,342	281,545	+9.8%	Shares	Sole	2025-05-01
2024-12-31	$18,971,649	256,339	-14.6%	Shares	Sole	2025-02-04
2024-09-30	$19,452,203	300,142	-13.7%	Shares	Sole	2024-10-08
2024-06-30	$25,619,507	347,666	+8.7%	Shares	Sole	2024-07-10
2024-03-31	$23,127,315	319,703	-2.2%	Shares	Sole	2024-04-05
2023-12-31	$22,492,096	326,920	-2.1%	Shares	Sole	2024-02-01
2023-09-30	$18,334,623	333,964	-4.1%	Shares	Sole	2023-10-11
2023-06-30	$19,748,615	348,423	+31.2%	Shares	Sole	2023-08-03
2023-03-31	$13,911,918	265,596	+553.2%	Shares	Sole	2023-05-01
2022-12-31	$3,385,268	40,659	+10.0%	Shares	Sole	2023-02-01
2022-09-30	$2,657,321	36,974	+17.6%	Shares	Sole	2022-10-27
2022-06-30	$1,986,316	31,439	+17.1%	Shares	Sole	2022-07-28
2022-03-31	$2,264,229	26,856	+51.2%	Shares	Sole	2022-04-21
2021-12-31	$1,493,363	17,757	+28.3%	Shares	Sole	2022-01-31
2021-06-30	$1,007,836	13,842	0.0%	Shares	Sole	2021-09-15
2021-03-31	$902,221	13,842	0.0%	Shares	Sole	2021-09-15
2020-12-31	$734,179	13,842	0.0%	Shares	Sole	2021-09-15
2020-09-30	$501,495	13,842	0.0%	Shares	Sole	2021-09-15
2020-06-30	$467,029	13,842	0.0%	Shares	Sole	2021-09-15
2020-03-31	$465,368	13,842	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.