Plancorp, LLC

Position in SCHW — Schwab Charles Corp

CIK 1599579 SAINT LOUIS, MO

Position in SCHW

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

Position Value

$249,959

-$13,842 QoQ

Shares Held

2,709

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,837

of 2,304 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plancorp, LLC holds $3,163,301 across 4 Capital Markets names. SCHW ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,317	$1,331,974
2	SF	Stifel Financial Corp	13,731	$958,011
3	MS	Morgan Stanley	2,982	$623,357
4	SCHW	Schwab Charles Corp This page	2,709	$249,959

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,959	2,709	-3.5%	Shares	Sole	2026-07-14
2026-03-31	$263,801	2,807	+22.4%	Shares	Sole	2026-04-14
2025-12-31	$229,093	2,293	-0.2%	Shares	Sole	2026-02-05
2025-09-30	$219,294	2,297	-29.0%	Shares	Sole	2025-10-15
2025-06-30	$295,252	3,236	+2.7%	Shares	Sole	2025-07-16
2025-03-31	$246,582	3,150	+8.9%	Shares	Sole	2025-05-15
2024-12-31	$214,110	2,893	-6.9%	Shares	Sole	2025-02-11
2024-06-30	$229,028	3,108	+6.3%	Shares	Sole	2024-08-09
2024-03-31	$211,522	2,924	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.