SVB WEALTH LLC

Position in SCHW — Schwab Charles Corp

CIK 1626116 BOSTON, MA

Position in SCHW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,549,855

-$139,150 QoQ

Shares Held

16,797

-6.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,020

of 2,304 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Financial Services · as of Jun 30, 2026

SVB WEALTH LLC holds $2,659,777 across 3 Capital Markets names. SCHW ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	16,797	$1,549,855
2	MS	Morgan Stanley	3,631	$759,021
3	TW	Tradeweb Markets Inc.	3,521	$350,901

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,549,855	16,797	-6.5%	Shares	Sole	2026-07-17
2026-03-31	$1,689,005	17,972	-23.8%	Shares	Sole	2026-04-17
2025-12-31	$2,355,476	23,576	-7.0%	Shares	Sole	2026-02-04
2025-09-30	$2,420,065	25,349	-15.0%	Shares	Sole	2025-11-06
2025-06-30	$2,722,325	29,837	-65.6%	Shares	Sole	2025-08-14
2024-12-31	$6,420,367	86,750	-9.5%	Shares	Sole	2025-02-05
2024-06-30	$7,062,891	95,846	-14.8%	Shares	Sole	2024-08-06
2024-03-31	$8,133,692	112,437	-8.6%	Shares	Sole	2024-05-15
2023-12-31	$8,459,578	122,959	-11.5%	Shares	Sole	2024-01-30
2023-09-30	$7,629,617	138,973	-4.6%	Shares	Sole	2023-10-23
2023-06-30	$8,255,328	145,648	-17.4%	Shares	Sole	2023-07-24
2023-03-31	$9,241,560	176,433	-13.8%	Shares	Sole	2023-05-12
2022-12-31	$17,041,572	204,679	-1.2%	Shares	Sole	2023-02-10
2022-09-30	$14,885,785	207,121	+10.7%	Shares	Sole	2022-11-09
2022-06-30	$11,823,567	187,141	+0.6%	Shares	Sole	2022-08-16
2022-03-31	$15,687,730	186,072	-12.7%	Shares	Sole	2022-05-13
2021-12-31	$17,932,138	213,224	+2.6%	Shares	Sole	2022-02-15
2021-09-30	$15,133,310	207,761	-0.2%	Shares	Sole	2021-11-09
2021-06-30	$15,154,309	208,135	+2.3%	Shares	Sole	2021-08-13
2021-03-31	$13,257,676	203,401	-0.9%	Shares	Sole	2021-05-11
2020-12-31	$10,888,210	205,283	+3.2%	Shares	Sole	2021-02-10
2020-09-30	$7,209,878	199,003	+6.2%	Shares	Sole	2020-11-10
2020-06-30	$6,324,832	187,458	-3.7%	Shares	Sole	2020-08-05
2020-03-31	$6,543,662	194,636	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.