Fort Point Capital Partners LLC

Position in SCHW — Schwab Charles Corp

CIK 1589282 San Francisco, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$299,785

-$17,961 QoQ

Shares Held

3,249

-3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,745

of 2,303 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Fort Point Capital Partners LLC holds $11,684,618 across 5 Capital Markets names. SCHW ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLSK	Cleanspark, Inc.	559,052	$8,134,206
2	MS	Morgan Stanley	9,299	$1,943,862
3	GS	Goldman Sachs Group Inc	669	$676,606
4	HOOD	Robinhood Markets, Inc.	6,284	$630,159
5	SCHW	Schwab Charles Corp This page	3,249	$299,785

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,785	3,249	-3.9%	Shares	Sole	2026-08-14
2026-03-31	$317,746	3,381	-8.1%	Shares	Sole	2026-05-14
2025-12-31	$367,768	3,681	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.