Blume Capital Management, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1587192 BERKELEY, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$15,646,962

-$137,448 QoQ

Shares Held

169,578

+1.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

3.73%

of 13F equity value

Holder Rank

#412

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Blume Capital Management, Inc. holds $21,011,134 across 3 Capital Markets names. SCHW ranks #1 (74.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	169,578	$15,646,962
2	GS	Goldman Sachs Group Inc	5,289	$5,349,135
3	GLXY	Galaxy Digital Inc.	550	$15,037

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,646,962	169,578	+1.0%	Shares	Sole	2026-07-27
2026-03-31	$15,784,410	167,955	-0.1%	Shares	Sole	2026-05-01
2025-12-31	$16,796,269	168,114	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$16,075,620	168,384	-0.6%	Shares	Sole	2025-11-06
2025-06-30	$15,460,982	169,454	-5.7%	Shares	Sole	2025-07-30
2025-03-31	$14,060,653	179,620	-0.5%	Shares	Sole	2025-05-06
2024-12-31	$13,353,920	180,434	-1.0%	Shares	Sole	2025-02-10
2024-09-30	$11,810,585	182,234	+1.5%	Shares	Sole	2024-10-29
2024-06-30	$13,228,386	179,514	-4.9%	Shares	Sole	2024-08-05
2024-03-31	$13,653,813	188,745	+0.4%	Shares	Sole	2024-05-02
2023-12-31	$12,928,896	187,920	+6.5%	Shares	Sole	2024-05-02
2023-09-30	$9,689,959	176,502	-0.6%	Shares	Sole	2024-05-02
2023-06-30	$10,062,740	177,536	+2.6%	Shares	Sole	2024-05-02
2023-03-31	$9,065,406	173,070	+19.9%	Shares	Sole	2024-05-02
2022-12-31	$12,020,745	144,376	-4.6%	Shares	Sole	2023-02-08
2022-09-30	$10,873,859	151,299	+0.2%	Shares	Sole	2022-11-15
2022-06-30	$9,536,326	150,939	+22.9%	Shares	Sole	2022-08-11
2022-03-31	$10,354,448	122,814	-1.2%	Shares	Sole	2022-05-12
2021-12-31	$10,449,425	124,250	-3.4%	Shares	Sole	2022-02-07
2021-09-30	$9,370,501	128,645	-1.6%	Shares	Sole	2021-11-12
2021-06-30	$9,521,145	130,767	-1.6%	Shares	Sole	2021-08-10
2021-03-31	$8,658,641	132,842	-6.4%	Shares	Sole	2021-05-10
2020-12-31	$7,530,247	141,973	-0.2%	Shares	Sole	2021-02-09
2020-09-30	$5,154,260	142,265	+19.5%	Shares	Sole	2020-11-12
2020-06-30	$4,017,253	119,065	+17.8%	Shares	Sole	2020-08-06
2020-03-31	$3,396,796	101,035	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.