Sunbelt Securities, Inc.

Broker-Dealer

Position in SCHW — Schwab Charles Corp

CIK 1632932 HOUSTON, TX

Position in SCHW

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$2,021,039

-$98,052 QoQ

Shares Held

21,505

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Sunbelt Securities, Inc. holds $6,531,857 across 21 Capital Markets names. SCHW ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,746	$3,169,078
2	SCHW	Schwab Charles Corp This page	21,505	$2,021,039
3	MS	Morgan Stanley	6,566	$1,080,566
4	BMNR	Bitmine Immersion Technologies, Inc.	6,601	$130,567
5	CRCL	Circle Internet Group, Inc.	353	$33,679
6	HOOD	Robinhood Markets, Inc.	317	$21,968
7	PJT	PJT Partners Inc.	82	$11,457
8	IREN	IREN Ltd	301	$10,318

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,021,039	21,505	+1.4%	Shares	Sole	2026-05-18
2025-12-31	$2,119,091	21,210	+0.2%	Shares	Sole	2026-02-20
2025-09-30	$2,021,481	21,174	+98.1%	Shares	Sole	2025-11-19
2025-06-30	$975,264	10,689	-7.1%	Shares	Sole	2025-08-14
2025-03-31	$900,376	11,502	+7.6%	Shares	Sole	2025-04-24
2024-12-31	$791,092	10,689	-2.4%	Shares	Sole	2025-02-18
2024-09-30	$709,669	10,950	+4.8%	Shares	Sole	2024-11-18
2024-06-30	$770,207	10,452	+0.0%	Shares	Sole	2024-08-16
2024-03-31	$756,025	10,451	-0.7%	Shares	Sole	2024-04-15
2023-12-31	$724,051	10,524	-1.2%	Shares	Sole	2024-02-15
2023-09-30	$584,959	10,655	+841.3%	Shares	Sole	2023-12-11
2023-06-30	$64,161	1,132	+26.8%	Shares	Sole	2023-08-16
2023-03-31	$46,775	893	—	Shares	Sole	2023-05-17
No filing history on record for this holder in this stock.