W.G. Shaheen & Associates DBA Whitney & Co

Position in SCHW — Schwab Charles Corp

CIK 1577001 ROCHESTER, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$29,007,750

+$5,307,592 QoQ

Shares Held

314,379

+24.7% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

2.59%

of 13F equity value

Holder Rank

#311

of 2,309 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $48,104,777 across 4 Capital Markets names. SCHW ranks #1 (60.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	314,379	$29,007,750
2	IBKR	Interactive Brokers Group, Inc.	193,511	$16,843,197
3	GS	Goldman Sachs Group Inc	1,366	$1,381,531
4	IREN	IREN Ltd	19,075	$872,299

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,007,750	314,379	+24.7%	Shares	Sole	2026-07-28
2026-03-31	$23,700,158	252,183	+1.3%	Shares	Sole	2026-05-05
2025-12-31	$24,876,391	248,988	+4.5%	Shares	Sole	2026-01-30
2025-09-30	$22,754,415	238,341	+0.2%	Shares	Sole	2025-11-07
2025-06-30	$21,713,203	237,979	+0.4%	Shares	Sole	2025-08-05
2025-03-31	$18,549,228	236,960	-16.0%	Shares	Sole	2025-05-06
2024-12-31	$20,877,628	282,092	+0.3%	Shares	Sole	2025-02-04
2024-09-30	$18,233,062	281,331	+0.5%	Shares	Sole	2024-11-07
2024-06-30	$20,638,063	280,066	-0.9%	Shares	Sole	2024-07-30
2024-03-31	$20,450,662	282,702	+1.0%	Shares	Sole	2024-05-08
2023-12-31	$19,249,208	279,785	+0.5%	Shares	Sole	2024-02-13
2023-09-30	$15,287,508	278,461	+0.6%	Shares	Sole	2023-11-08
2023-06-30	$15,681,939	276,675	+17.8%	Shares	Sole	2023-08-14
2023-03-31	$12,305,895	234,935	+3.4%	Shares	Sole	2023-05-03
2022-12-31	$18,919,003	227,228	+0.6%	Shares	Sole	2023-02-03
2022-09-30	$16,234,714	225,890	+0.5%	Shares	Sole	2022-11-09
2022-06-30	$14,203,053	224,803	+21.4%	Shares	Sole	2022-08-05
2022-03-31	$15,609,912	185,149	+0.7%	Shares	Sole	2022-05-13
2021-12-31	$15,465,569	183,895	-0.2%	Shares	Sole	2022-02-11
2021-09-30	$13,427,034	184,336	+0.7%	Shares	Sole	2021-11-12
2021-06-30	$13,322,336	182,974	+0.9%	Shares	Sole	2021-08-13
2021-03-31	$11,815,895	181,281	+1.1%	Shares	Sole	2021-05-11
2020-12-31	$9,509,541	179,290	-1.9%	Shares	Sole	2021-02-10
2020-09-30	$6,618,279	182,674	+0.1%	Shares	Sole	2020-11-13
2020-06-30	$6,157,988	182,513	+0.4%	Shares	Sole	2020-08-13
2020-03-31	$6,108,989	181,707	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.