Almanack Investment Partners, LLC.

Position in SCHW — Schwab Charles Corp

CIK 1680613 WAYNE, PA

Position in SCHW

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$238,333

-$15,038 QoQ

Shares Held

2,536

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Almanack Investment Partners, LLC. holds $756,878 across 3 Capital Markets names. SCHW ranks #2 (31.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NAKA	Nakamoto Inc.	51,200	$452,608
2	SCHW	Schwab Charles Corp This page	2,536	$238,333
3	BRR	ProCap Financial, Inc.	31,250	$65,937

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$238,333	2,536	0.0%	Shares	Sole	2026-05-05
2025-12-31	$253,371	2,536	-37.2%	Shares	Sole	2026-01-29
2025-09-30	$385,412	4,037	+62.8%	Shares	Sole	2025-10-22
2025-06-30	$226,275	2,480	-32.4%	Shares	Sole	2025-07-25
2024-12-31	$271,616	3,670	0.0%	Shares	Sole	2025-01-28
2024-09-30	$237,852	3,670	+0.2%	Shares	Sole	2024-10-31
2024-06-30	$270,000	3,664	0.0%	Shares	Sole	2024-10-23
2024-03-31	$265,053	3,664	+5.9%	Shares	Sole	2024-05-02
2023-12-31	$238,048	3,460	-20.4%	Shares	Sole	2024-02-07
2023-06-30	$246,444	4,348	-32.9%	Shares	Sole	2023-10-04
2022-06-30	$409,659	6,484	+91.1%	Shares	Sole	2022-08-12
2022-03-31	$286,063	3,393	+11.8%	Shares	Sole	2022-05-13
2021-12-31	$255,327	3,036	+1.4%	Shares	Sole	2022-02-11
2021-09-30	$218,082	2,994	-72.2%	Shares	Sole	2021-11-04
2021-03-31	$700,750	10,751	+37.9%	Shares	Sole	2021-05-11
2020-12-31	$413,393	7,794	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.