Cumberland Partners Ltd

Position in SCHW — Schwab Charles Corp

CIK 1578985 TORONTO, A6

Position in SCHW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,137,873

-$21,088 QoQ

Shares Held

12,332

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,162

of 2,304 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cumberland Partners Ltd holds $4,573,768 across 3 Capital Markets names. SCHW ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	26,880	$2,339,635
2	SCHW	Schwab Charles Corp This page	12,332	$1,137,873
3	TW	Tradeweb Markets Inc.	11,000	$1,096,260

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,137,873	12,332	0.0%	Shares	Defined	2026-08-06
2026-03-31	$1,158,961	12,332	-50.7%	Shares	Defined	2026-05-14
2025-03-31	$1,957,000	25,000	-84.1%	Shares	Defined	2025-05-09
2024-06-30	$11,561,813	156,898	+389.7%	Shares	Defined	2024-08-13
2023-03-31	$1,678,359	32,042	-49.2%	Shares	Defined	2023-05-08
2022-12-31	$5,250,957	63,067	+361.3%	Shares	Defined	2023-02-06
2022-09-30	$982,606	13,672	-68.6%	Shares	Defined	2022-11-14
2022-03-31	$3,676,421	43,606	-4.6%	Shares	Sole	2022-05-10
2021-12-31	$3,842,360	45,688	+2.6%	Shares	Sole	2022-02-10
2021-09-30	$3,243,929	44,535	+148.6%	Shares	Sole	2021-11-10
2021-06-30	$1,304,536	17,917	-8.1%	Shares	Defined	2021-08-09
2021-03-31	$1,271,010	19,500	-9.3%	Shares	Defined	2021-05-11
2020-12-31	$1,140,360	21,500	+7.5%	Shares	Defined	2021-02-11
2020-09-30	$724,600	20,000	0.0%	Shares	Defined	2020-11-03
2020-06-30	$674,800	20,000	0.0%	Shares	Defined	2020-08-04
2020-03-31	$672,400	20,000	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.