Private Advisory Group LLC

Position in SCHW — Schwab Charles Corp

CIK 1632965 REDMOND, WA

Position in SCHW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$229,014

-$7,230,834 QoQ

Shares Held

2,482

-97.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,891

of 2,304 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 18% Shared 13% None 69%

Financial Services · as of Jun 30, 2026

Private Advisory Group LLC holds $14,260,016 across 4 Capital Markets names. SCHW ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	11,507	$11,637,833
2	IBKR	Interactive Brokers Group, Inc.	17,826	$1,551,575
3	MS	Morgan Stanley	4,026	$841,594
4	SCHW	Schwab Charles Corp This page	2,482	$229,014

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$229,014	2,482	-97.4%	Shares	Sole	2026-08-06
2025-03-31	$7,459,848	95,297	+10.9%	Shares	Other	2025-05-08
2024-12-31	$6,359,752	85,931	+4.7%	Shares	Other	2025-04-11
2024-09-30	$5,317,271	82,044	+3.5%	Shares	Sole	2024-10-09
2024-06-30	$5,843,838	79,303	+0.3%	Shares	Sole	2024-07-23
2024-03-31	$5,719,562	79,065	+1.1%	Shares	Sole	2024-05-14
2023-12-31	$5,380,297	78,202	-8.1%	Shares	Sole	2024-02-13
2023-09-30	$4,670,233	85,068	-2.9%	Shares	Sole	2023-11-13
2023-06-30	$4,966,528	87,624	+1.0%	Shares	Sole	2024-01-12
2023-03-31	$4,546,479	86,798	+2814.6%	Shares	Sole	2023-05-12
2022-03-31	$251,075	2,978	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.