Oliver Luxxe Assets LLC

Position in SCHW — Schwab Charles Corp

CIK 1666239 GLADSTONE, NJ

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$6,622,586

+$706,264 QoQ

Shares Held

71,774

+14.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#582

of 2,304 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Oliver Luxxe Assets LLC holds $25,293,624 across 5 Capital Markets names. SCHW ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	60,635	$12,675,140
2	SCHW	Schwab Charles Corp This page	71,774	$6,622,586
3	LPLA	LPL Financial Holdings Inc.	11,152	$3,141,295
4	PIPR	Piper Sandler Companies	24,597	$1,779,346
5	LAZ	Lazard, Inc.	25,638	$1,075,257

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,622,586	71,774	+14.0%	Shares	Sole	2026-07-09
2026-03-31	$5,916,322	62,953	-0.3%	Shares	Sole	2026-04-08
2025-12-31	$6,310,415	63,161	-2.7%	Shares	Sole	2026-01-08
2025-09-30	$6,198,867	64,930	+4.9%	Shares	Sole	2025-10-24
2025-06-30	$5,646,752	61,889	+2.6%	Shares	Sole	2025-07-14
2025-03-31	$4,723,180	60,337	-0.5%	Shares	Sole	2025-05-14
2024-12-31	$4,489,076	60,655	+61.9%	Shares	Sole	2025-01-06
2024-09-30	$2,428,301	37,468	+4.0%	Shares	Sole	2024-10-11
2024-06-30	$2,655,492	36,036	-0.3%	Shares	Sole	2024-08-13
2024-03-31	$2,613,788	36,132	+1.8%	Shares	Sole	2024-04-18
2023-12-31	$2,441,024	35,480	-0.3%	Shares	Sole	2024-02-12
2023-09-30	$1,954,385	35,599	—	Shares	Sole	2023-11-09
No filing history on record for this holder in this stock.