PRING TURNER CAPITAL GROUP INC

Position in SCHW — Schwab Charles Corp

CIK 1568839 ALAMO, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,923,571

-$108,482 QoQ

Shares Held

75,036

+0.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

4.43%

of 13F equity value

Holder Rank

#571

of 2,309 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PRING TURNER CAPITAL GROUP INC holds $7,132,611 across 2 Capital Markets names. SCHW ranks #1 (97.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SCHW	Schwab Charles Corp This page	75,036	$6,923,571
2	MS	Morgan Stanley	1,000	$209,040

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,923,571	75,036	+0.3%	Shares	Sole	2026-08-10
2026-03-31	$7,032,053	74,825	0.0%	Shares	Sole	2026-05-13
2025-12-31	$7,475,765	74,825	-1.1%	Shares	Sole	2026-02-10
2025-09-30	$7,222,210	75,649	-5.8%	Shares	Sole	2025-11-07
2025-06-30	$7,330,312	80,341	-0.8%	Shares	Sole	2025-08-12
2025-03-31	$6,340,053	80,992	+0.4%	Shares	Sole	2025-05-13
2024-12-31	$5,969,276	80,655	+7.1%	Shares	Sole	2025-02-04
2024-09-30	$4,882,850	75,341	+7.5%	Shares	Sole	2024-11-13
2024-06-30	$5,165,963	70,104	-0.4%	Shares	Sole	2024-08-13
2024-03-31	$5,089,408	70,354	-0.0%	Shares	Sole	2024-05-13
2023-12-31	$4,841,524	70,371	-0.1%	Shares	Sole	2024-02-13
2023-09-30	$3,868,967	70,473	+11.4%	Shares	Sole	2023-11-09
2023-06-30	$3,584,443	63,240	+3.2%	Shares	Sole	2023-08-08
2023-03-31	$3,209,060	61,265	+42.7%	Shares	Sole	2023-05-10
2022-12-31	$3,574,934	42,937	-19.9%	Shares	Sole	2023-02-09
2022-09-30	$3,851,153	53,585	+1.1%	Shares	Sole	2022-11-14
2022-06-30	$3,349,550	53,016	+4.0%	Shares	Sole	2022-08-15
2022-03-31	$4,297,870	50,977	+5.3%	Shares	Sole	2022-05-16
2021-12-31	$4,071,112	48,408	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.