Radnor Capital Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1696867 WAYNE, PA

Position in SCHW

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,985,761

-$815,518 QoQ

Shares Held

75,710

-8.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#567

of 2,304 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Radnor Capital Management, LLC holds $12,171,717 across 4 Capital Markets names. SCHW ranks #1 (57.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	75,710	$6,985,761
2	MS	Morgan Stanley	12,519	$2,616,971
3	EVR	Evercore Inc.	6,480	$2,212,531
4	SF	Stifel Financial Corp	5,109	$356,454

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,985,761	75,710	-8.8%	Shares	Sole	2026-07-16
2026-03-31	$7,801,279	83,010	-0.0%	Shares	Sole	2026-04-15
2025-12-31	$8,297,525	83,050	-1.9%	Shares	Sole	2026-02-06
2025-09-30	$8,081,535	84,650	0.0%	Shares	Sole	2025-10-21
2025-06-30	$7,723,466	84,650	-4.3%	Shares	Sole	2025-07-09
2025-03-31	$6,926,136	88,479	+0.1%	Shares	Sole	2025-04-11
2024-12-31	$6,540,929	88,379	-5.8%	Shares	Sole	2025-01-14
2024-09-30	$6,080,927	93,827	+123.4%	Shares	Sole	2024-10-30
2024-03-31	$3,038,280	42,000	+3.6%	Shares	Sole	2024-04-11
2023-12-31	$2,788,120	40,525	+3.1%	Shares	Sole	2024-01-11
2023-09-30	$2,157,954	39,307	+323.3%	Shares	Sole	2023-10-12
2023-03-31	$486,348	9,285	+40.3%	Shares	Sole	2023-04-06
2022-12-31	$551,181	6,620	0.0%	Shares	Sole	2023-01-09
2022-09-30	$475,779	6,620	0.0%	Shares	Sole	2022-10-12
2022-06-30	$418,251	6,620	—	Shares	Sole	2022-07-11
No filing history on record for this holder in this stock.