Perigon Wealth Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1575239 SAN FRANCISCO, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$13,799,347

+$3,206,016 QoQ

Shares Held

149,554

+32.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#437

of 2,303 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $49,160,750 across 16 Capital Markets names. SCHW ranks #1 (28.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	149,554	$13,799,347
2	GS	Goldman Sachs Group Inc	10,160	$10,275,519
3	MS	Morgan Stanley	44,661	$9,335,935
4	HUT	Hut 8 Corp.	45,212	$5,219,499
5	RIOT	Riot Platforms, Inc.	124,858	$3,418,612
6	CLSK	Cleanspark, Inc.	184,857	$2,689,669
7	WULF	Terawulf Inc.	49,489	$1,222,378
8	HOOD	Robinhood Markets, Inc.	9,126	$915,155

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,799,347	149,554	+32.7%	Shares	Sole	2026-08-07
2026-03-31	$10,593,331	112,719	-26.4%	Shares	Sole	2026-04-10
2025-12-31	$15,305,412	153,192	-0.0%	Shares	Sole	2026-01-16
2025-09-30	$14,627,722	153,218	-0.4%	Shares	Sole	2025-10-17
2025-06-30	$14,041,197	153,893	-2.3%	Shares	Sole	2025-07-16
2025-03-31	$12,325,186	157,450	+0.3%	Shares	Sole	2025-04-23
2024-12-31	$11,622,678	157,042	-0.7%	Shares	Sole	2025-01-22
2024-09-30	$10,251,127	158,172	-7.4%	Shares	Sole	2024-10-16
2024-06-30	$12,581,020	170,729	+3.6%	Shares	Sole	2024-08-02
2024-03-31	$11,917,725	164,746	+2.3%	Shares	Sole	2024-04-29
2023-12-31	$11,076,043	160,989	+73.9%	Shares	Sole	2024-01-29
2023-09-30	$5,082,147	92,571	+102.6%	Shares	Sole	2023-10-30
2023-03-31	$2,393,346	45,692	+25.8%	Shares	Sole	2023-05-03
2022-12-31	$3,024,669	36,328	+9.4%	Shares	Sole	2023-05-01
2022-09-30	$2,387,449	33,219	+5.3%	Shares	Sole	2022-12-13
2022-06-30	$1,994,023	31,561	+0.8%	Shares	Sole	2022-08-11
2022-03-31	$2,639,408	31,306	+5.7%	Shares	Sole	2022-05-16
2021-12-31	$2,491,967	29,631	+6.7%	Shares	Sole	2022-02-11
2021-06-30	$2,021,933	27,770	+0.7%	Shares	Sole	2021-07-19
2021-03-31	$1,796,621	27,564	+72.6%	Shares	Sole	2021-05-17
2020-12-31	$847,048	15,970	+41.1%	Shares	Sole	2021-01-28
2020-09-30	$410,014	11,317	-2.1%	Shares	Sole	2020-11-03
2020-06-30	$390,135	11,563	+20.8%	Shares	Sole	2020-07-29
2020-03-31	$321,877	9,574	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.