Traynor Capital Management, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1666786 MALVERN, PA

Position in SCHW

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$519,572

-$17,147 QoQ

Shares Held

5,631

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,497

of 2,303 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Traynor Capital Management, Inc. holds $4,762,436 across 6 Capital Markets names. SCHW ranks #2 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,083	$3,118,053
2	SCHW	Schwab Charles Corp This page	5,631	$519,572
3	MS	Morgan Stanley	2,132	$445,673
4	HOOD	Robinhood Markets, Inc.	2,919	$292,717
5	IREN	IREN Ltd	5,317	$243,146
6	MARA	MARA Holdings, Inc.	10,315	$143,275

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,572	5,631	-1.4%	Shares	Sole	2026-07-22
2026-03-31	$536,719	5,711	+0.2%	Shares	Sole	2026-05-15
2025-12-31	$569,287	5,698	-15.8%	Shares	Sole	2026-01-12
2025-09-30	$646,140	6,768	-4.9%	Shares	Sole	2025-11-03
2025-06-30	$649,172	7,115	+1.4%	Shares	Sole	2025-08-07
2025-03-31	$549,525	7,020	-3.9%	Shares	Sole	2025-05-12
2024-12-31	$540,495	7,303	+0.5%	Shares	Sole	2025-01-17
2024-09-30	$470,974	7,267	-9.8%	Shares	Sole	2024-10-25
2024-06-30	$593,941	8,060	-5.2%	Shares	Sole	2024-07-24
2024-03-31	$615,034	8,502	-7.0%	Shares	Sole	2024-04-12
2023-12-31	$628,832	9,140	+1.6%	Shares	Sole	2024-01-18
2023-09-30	$493,660	8,992	+1.4%	Shares	Sole	2023-10-16
2023-06-30	$502,808	8,871	+45.2%	Shares	Sole	2023-07-28
2023-03-31	$0	0	—	Call	Sole	2023-04-21
2023-03-31	$319,937	6,108	+13.2%	Shares	Sole	2023-04-21
2023-03-31	$0	0	—	Put	Sole	2023-04-21
2022-12-31	$449,270	5,396	+0.0%	Shares	Sole	2023-01-27
2022-06-30	$340,792	5,394	+0.8%	Shares	Sole	2022-07-28
2022-03-31	$450,974	5,349	-1.1%	Shares	Sole	2022-04-13
2021-12-31	$454,896	5,409	+0.0%	Shares	Sole	2022-02-01
2021-09-30	$393,845	5,407	+32.3%	Shares	Sole	2021-10-25
2021-03-31	$266,455	4,088	+0.0%	Shares	Sole	2021-05-04
2020-12-31	$216,721	4,086	—	Shares	Sole	2021-01-14
No filing history on record for this holder in this stock.