Pettee Investors, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1596901 ROWAYTON, CT

Position in SCHW

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

Position Value

$1,986,757

-$62,664 QoQ

Shares Held

21,532

-1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#932

of 2,291 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pettee Investors, Inc. holds $6,183,926 across 3 Capital Markets names. SCHW ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,735	$3,777,466
2	SCHW	Schwab Charles Corp This page	21,532	$1,986,757
3	LPLA	LPL Financial Holdings Inc.	1,490	$419,703

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,986,757	21,532	-1.3%	Shares	Sole	2026-08-06
2026-03-31	$2,049,421	21,807	0.0%	Shares	Sole	2026-05-04
2025-12-31	$2,178,737	21,807	-1.6%	Shares	Sole	2026-02-02
2025-09-30	$2,115,328	22,157	0.0%	Shares	Sole	2025-11-04
2025-06-30	$2,021,604	22,157	-48.8%	Shares	Sole	2025-08-01
2025-03-31	$3,388,506	43,287	-3.1%	Shares	Sole	2025-05-02
2024-12-31	$3,307,284	44,687	0.0%	Shares	Sole	2025-02-07
2024-09-30	$2,896,164	44,687	0.0%	Shares	Sole	2024-11-05
2024-06-30	$3,292,985	44,687	0.0%	Shares	Sole	2024-08-02
2024-03-31	$3,232,657	44,687	0.0%	Shares	Sole	2024-05-09
2023-12-31	$3,074,465	44,687	0.0%	Shares	Sole	2024-02-07
2023-09-30	$2,453,316	44,687	+0.3%	Shares	Sole	2023-10-20
2023-06-30	$2,524,923	44,547	+1.0%	Shares	Sole	2023-08-08
2023-03-31	$2,309,800	44,097	+2.2%	Shares	Sole	2023-05-05
2022-12-31	$3,592,835	43,152	0.0%	Shares	Sole	2023-01-25
2022-09-30	$3,101,334	43,152	0.0%	Shares	Sole	2022-11-09
2022-06-30	$2,726,343	43,152	+17.4%	Shares	Sole	2022-07-25
2022-03-31	$3,098,476	36,751	+4.6%	Shares	Sole	2022-05-16
2021-12-31	$2,956,199	35,151	0.0%	Shares	Sole	2022-02-11
2021-09-30	$2,560,398	35,151	+0.3%	Shares	Sole	2021-11-02
2021-06-30	$2,550,971	35,036	-2.0%	Shares	Sole	2021-08-02
2021-03-31	$2,331,032	35,763	-0.8%	Shares	Sole	2021-05-03
2020-12-31	$1,912,781	36,063	0.0%	Shares	Sole	2021-02-08
2020-09-30	$1,306,562	36,063	0.0%	Shares	Sole	2020-11-12
2020-06-30	$1,216,765	36,063	-0.4%	Shares	Sole	2020-08-04
2020-03-31	$1,217,481	36,213	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.