NorthRock Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1632097 MINNEAPOLIS, MN

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,001,221

+$31,160 QoQ

Shares Held

10,851

+5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,213

of 2,303 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NorthRock Partners, LLC holds $6,904,656 across 6 Capital Markets names. SCHW ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,743	$2,774,187
2	MS	Morgan Stanley	12,479	$2,608,610
3	SCHW	Schwab Charles Corp This page	10,851	$1,001,221
4	IREN	IREN Ltd	5,496	$251,332
5	CLSK	Cleanspark, Inc.	15,670	$227,998
6	HGBL	Heritage Global Inc.	34,139	$41,308

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,001,221	10,851	+5.1%	Shares	Sole	2026-08-11
2026-03-31	$970,061	10,322	+34.0%	Shares	Sole	2026-05-15
2025-12-31	$769,406	7,701	-47.8%	Shares	Sole	2026-02-17
2025-09-30	$1,407,227	14,740	+123.5%	Shares	Sole	2025-11-14
2025-03-31	$516,256	6,595	+25.3%	Shares	Sole	2025-05-08
2023-09-30	$289,048	5,265	+85.5%	Shares	Sole	2023-10-24
2022-03-31	$239,356	2,839	-7.3%	Shares	Sole	2022-05-05
2021-12-31	$257,514	3,062	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.