Fiduciary Group, LLC

Position in SCHW — Schwab Charles Corp

CIK 1645890 SAVANNAH, GA

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,586,534

-$182,251 QoQ

Shares Held

38,870

-3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#743

of 2,303 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Fiduciary Group, LLC holds $4,872,380 across 3 Capital Markets names. SCHW ranks #1 (73.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	38,870	$3,586,534
2	GS	Goldman Sachs Group Inc	765	$773,698
3	MS	Morgan Stanley	2,450	$512,148

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,586,534	38,870	-3.1%	Shares	Sole	2026-08-10
2026-03-31	$3,768,785	40,102	-1.4%	Shares	Sole	2026-05-11
2025-12-31	$4,063,939	40,676	-2.2%	Shares	Sole	2026-02-12
2025-09-30	$3,971,074	41,595	-1.1%	Shares	Sole	2025-11-12
2025-06-30	$3,838,284	42,068	-1.8%	Shares	Sole	2025-08-13
2025-03-31	$3,353,358	42,838	-2.6%	Shares	Sole	2025-04-28
2024-12-31	$3,253,849	43,965	-8.4%	Shares	Sole	2025-02-11
2024-09-30	$3,110,296	47,991	-7.2%	Shares	Sole	2024-11-13
2024-06-30	$3,812,646	51,739	-4.1%	Shares	Sole	2024-08-08
2024-03-31	$3,900,934	53,925	-3.8%	Shares	Sole	2024-05-13
2023-12-31	$3,857,409	56,067	-7.7%	Shares	Sole	2024-02-05
2023-06-30	$3,442,176	60,730	+2.1%	Shares	Sole	2023-07-27
2022-12-31	$4,950,889	59,463	-0.0%	Shares	Sole	2023-02-07
2022-09-30	$4,273,893	59,467	-0.8%	Shares	Sole	2022-11-14
2022-06-30	$3,789,157	59,974	-3.8%	Shares	Sole	2022-08-12
2022-03-31	$5,257,908	62,364	-4.5%	Shares	Sole	2022-05-13
2021-12-31	$5,490,804	65,289	-0.2%	Shares	Sole	2022-02-14
2021-09-30	$4,766,431	65,437	-4.3%	Shares	Sole	2021-10-27
2021-06-30	$4,979,257	68,387	-2.0%	Shares	Sole	2021-08-05
2021-03-31	$4,547,021	69,761	+3.1%	Shares	Sole	2021-05-03
2020-12-31	$3,589,959	67,684	+0.8%	Shares	Sole	2021-02-12
2020-09-30	$2,433,605	67,171	+33.9%	Shares	Sole	2020-11-12
2020-06-30	$1,692,229	50,155	+44.7%	Shares	Sole	2020-08-14
2020-03-31	$1,165,672	34,672	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.