FINANCIAL CONSULATE, INC

Position in SCHW — Schwab Charles Corp

CIK 1624510 HUNT VALLEY, MD

Position in SCHW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,014,416

-$40,133 QoQ

Shares Held

10,994

-2.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#1,203

of 2,304 holders

Holding Since

Mar 2021

12 quarters on record

Voting authority Sole 27% Shared 0% None 73%

Financial Services · as of Jun 30, 2026

FINANCIAL CONSULATE, INC holds $1,599,130 across 11 Capital Markets names. SCHW ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	10,994	$1,014,416
2	GS	Goldman Sachs Group Inc	373	$377,241
3	SF	Stifel Financial Corp	1,864	$130,051
4	MS	Morgan Stanley	162	$33,864
5	NMR	Nomura Holdings Inc	3,592	$31,537
6	HOOD	Robinhood Markets, Inc.	55	$5,515
7	IBKR	Interactive Brokers Group, Inc.	40	$3,481
8	CRCL	Circle Internet Group, Inc.	17	$1,064

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,014,416	10,994	-2.0%	Shares	Sole	2026-07-23
2026-03-31	$1,054,549	11,221	+0.3%	Shares	Sole	2026-04-21
2025-12-31	$1,118,292	11,193	+0.1%	Shares	Sole	2026-01-22
2025-09-30	$1,068,022	11,187	-7.4%	Shares	Sole	2025-10-21
2023-03-31	$633,064	12,086	+1.6%	Shares	Other	2023-04-17
2022-12-31	$990,877	11,901	-4.8%	Shares	Other	2023-01-11
2022-09-30	$898,087	12,496	+303.1%	Shares	Sole	2022-10-20
2022-03-31	$261,361	3,100	0.0%	Shares	Other	2022-04-28
2021-12-31	$260,710	3,100	-0.2%	Shares	Sole	2022-02-07
2021-09-30	$226,241	3,106	0.0%	Shares	Other	2021-10-19
2021-06-30	$226,147	3,106	0.0%	Shares	Other	2021-07-22
2021-03-31	$202,449	3,106	—	Shares	Other	2021-04-19
No filing history on record for this holder in this stock.