Allen Capital Group, LLC

Position in SCHW — Schwab Charles Corp

CIK 1601384 GRAND ISLAND, NE

Position in SCHW

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

Position Value

$10,627,750

+$44,569 QoQ

Shares Held

115,181

+2.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.10%

of 13F equity value

Holder Rank

#496

of 2,304 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Allen Capital Group, LLC holds $12,797,700 across 4 Capital Markets names. SCHW ranks #1 (83.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	115,181	$10,627,750
2	MS	Morgan Stanley	4,649	$971,826
3	GS	Goldman Sachs Group Inc	958	$968,892
4	MRX	Marex Group Ltd	3,761	$229,232

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,627,750	115,181	+2.3%	Shares	Sole	2026-07-27
2026-03-31	$10,583,181	112,611	+3.9%	Shares	Sole	2026-05-27
2025-12-31	$10,823,749	108,335	+2.9%	Shares	Sole	2026-02-09
2025-09-30	$10,046,880	105,236	+7.1%	Shares	Sole	2025-10-27
2025-06-30	$8,965,972	98,268	+8.6%	Shares	Sole	2025-08-12
2025-03-31	$7,085,435	90,514	+17.5%	Shares	Sole	2025-05-02
2024-12-31	$5,701,360	77,035	+8.5%	Shares	Sole	2025-01-23
2024-09-30	$4,599,436	70,968	+3.7%	Shares	Sole	2024-11-12
2024-06-30	$5,043,196	68,438	-3.5%	Shares	Sole	2024-08-12
2024-03-31	$5,129,846	70,913	-4.8%	Shares	Sole	2024-04-15
2023-12-31	$5,125,187	74,494	-2.7%	Shares	Sole	2024-01-30
2023-09-30	$4,203,198	76,561	+3.6%	Shares	Sole	2023-11-01
2023-06-30	$4,189,728	73,919	+5.0%	Shares	Sole	2023-07-24
2023-03-31	$3,687,656	70,402	+67.0%	Shares	Sole	2023-04-28
2022-09-30	$3,029,536	42,153	+10.1%	Shares	Sole	2022-11-09
2022-06-30	$2,417,835	38,269	+172.7%	Shares	Sole	2022-07-27
2022-03-31	$1,183,206	14,034	-16.8%	Shares	Sole	2022-05-10
2021-12-31	$1,419,187	16,875	+7.4%	Shares	Sole	2022-01-31
2021-09-30	$1,144,097	15,707	+16.2%	Shares	Sole	2021-10-22
2021-06-30	$984,609	13,523	+37.3%	Shares	Sole	2021-07-20
2021-03-31	$641,892	9,848	+17.7%	Shares	Sole	2021-04-29
2020-12-31	$443,785	8,367	-4.6%	Shares	Sole	2021-01-19
2020-09-30	$317,882	8,774	-5.6%	Shares	Sole	2020-10-20
2020-06-30	$313,647	9,296	+2.5%	Shares	Sole	2020-08-05
2020-03-31	$304,899	9,069	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.