Klingman & Associates, LLC

Position in SCHW — Schwab Charles Corp

CIK 1662449 New York, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$733,361

-$57,668 QoQ

Shares Held

7,948

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,347

of 2,304 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Klingman & Associates, LLC holds $3,513,219 across 3 Capital Markets names. SCHW ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,494	$1,510,986
2	MS	Morgan Stanley	6,070	$1,268,872
3	SCHW	Schwab Charles Corp This page	7,948	$733,361

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$733,361	7,948	-5.6%	Shares	Sole	2026-07-29
2026-03-31	$791,029	8,417	+1.5%	Shares	Sole	2026-05-14
2025-12-31	$828,453	8,292	+1.1%	Shares	Sole	2026-01-29
2025-09-30	$782,758	8,199	-3.9%	Shares	Sole	2025-10-27
2025-06-30	$778,733	8,535	+47.5%	Shares	Sole	2025-07-30
2025-03-31	$453,006	5,787	+41.7%	Shares	Sole	2025-05-13
2024-12-31	$302,182	4,083	+3.2%	Shares	Sole	2025-01-31
2024-09-30	$256,517	3,958	-1.8%	Shares	Sole	2024-11-01
2024-06-30	$297,118	4,032	+5.2%	Shares	Sole	2024-07-30
2024-03-31	$277,351	3,834	+0.2%	Shares	Sole	2024-05-01
2023-12-31	$263,297	3,827	+2.4%	Shares	Sole	2024-01-29
2023-09-30	$205,216	3,738	+2.1%	Shares	Sole	2023-10-30
2023-06-30	$207,505	3,661	-11.3%	Shares	Sole	2023-07-31
2022-12-31	$343,697	4,128	+7.7%	Shares	Sole	2023-02-03
2022-09-30	$275,477	3,833	+0.6%	Shares	Sole	2022-10-28
2022-06-30	$240,715	3,810	+5.3%	Shares	Sole	2022-07-27
2022-03-31	$304,949	3,617	+0.5%	Shares	Sole	2022-05-06
2021-12-31	$302,675	3,599	+1.7%	Shares	Sole	2022-01-31
2021-09-30	$257,707	3,538	+0.5%	Shares	Sole	2021-11-01
2021-06-30	$256,218	3,519	+5.2%	Shares	Sole	2021-07-27
2021-03-31	$218,027	3,345	-45.3%	Shares	Sole	2021-04-29
2020-06-30	$206,421	6,118	-9.9%	Shares	Sole	2020-08-04
2020-03-31	$228,313	6,791	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.