Harfst & Associates, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1649147 Sheridan, WY

Position in SCHW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,017,413

+$15,504 QoQ

Shares Held

32,702

+2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#793

of 2,301 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Harfst & Associates, Inc. holds $8,971,971 across 3 Capital Markets names. SCHW ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	34,791	$3,028,208
2	SCHW	Schwab Charles Corp This page	32,702	$3,017,413
3	MS	Morgan Stanley	13,999	$2,926,350

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,017,413	32,702	+2.4%	Shares	Sole	2026-07-31
2026-03-31	$3,001,909	31,942	-3.1%	Shares	Sole	2026-05-13
2025-12-31	$3,293,832	32,968	-2.2%	Shares	Sole	2026-02-10
2025-09-30	$3,219,630	33,724	+0.3%	Shares	Sole	2025-10-23
2025-06-30	$3,067,215	33,617	-23.0%	Shares	Sole	2025-08-13
2025-03-31	$3,416,139	43,640	-1.2%	Shares	Sole	2025-05-13
2024-12-31	$3,269,095	44,171	-5.0%	Shares	Sole	2025-02-05
2024-09-30	$3,012,563	46,483	+3.9%	Shares	Sole	2024-10-18
2024-06-30	$3,296,006	44,728	-1.8%	Shares	Sole	2024-08-01
2024-03-31	$3,294,508	45,542	-1.1%	Shares	Sole	2024-08-01
2023-12-31	$3,167,001	46,032	+1.0%	Shares	Sole	2024-02-07
2023-09-30	$2,502,122	45,576	+1.9%	Shares	Sole	2023-11-07
2023-06-30	$2,534,446	44,715	+40.2%	Shares	Sole	2023-08-07
2023-03-31	$1,670,660	31,895	-0.2%	Shares	Sole	2023-05-10
2022-12-31	$2,661,405	31,965	+0.0%	Shares	Sole	2023-02-13
2022-09-30	$2,296,677	31,956	+13.2%	Shares	Sole	2022-10-28
2022-06-30	$1,783,002	28,221	+5.9%	Shares	Sole	2022-07-28
2022-03-31	$2,247,788	26,661	+3.6%	Shares	Sole	2022-04-28
2021-12-31	$2,163,388	25,724	+16.2%	Shares	Sole	2022-02-07
2021-09-30	$1,612,022	22,131	+0.4%	Shares	Sole	2021-10-28
2021-06-30	$1,605,678	22,053	-14.3%	Shares	Sole	2021-08-11
2021-03-31	$1,676,429	25,720	+10.3%	Shares	Sole	2021-05-10
2020-12-31	$1,236,839	23,319	+45.7%	Shares	Sole	2021-01-25
2020-09-30	$579,752	16,002	-1.5%	Shares	Sole	2020-11-04
2020-06-30	$548,140	16,246	+3.6%	Shares	Sole	2020-08-07
2020-03-31	$527,296	15,684	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.