McIlrath & Eck, LLC

Position in SCHW — Schwab Charles Corp

CIK 1701714 ARLINGTON, WA

Position in SCHW

as of Mar 31, 2026 · filed May 19, 2026 Compact

Position Value

$30,261

-$1,810 QoQ

Shares Held

322

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

McIlrath & Eck, LLC holds $394,219 across 5 Capital Markets names. SCHW ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	190	$160,738
2	MS	Morgan Stanley	597	$98,248
3	OPY	Oppenheimer Holdings Inc	1,101	$98,198
4	SCHW	Schwab Charles Corp This page	322	$30,261
5	IBKR	Interactive Brokers Group, Inc.	101	$6,774

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$30,261	322	+0.3%	Shares	Sole	2026-05-19
2025-12-31	$32,071	321	+143.2%	Shares	Sole	2026-02-03
2025-09-30	$12,602	132	-25.0%	Shares	Sole	2025-10-22
2025-06-30	$16,058	176	0.0%	Shares	Sole	2025-08-14
2025-03-31	$13,777	176	-2.8%	Shares	Sole	2025-05-16
2024-12-31	$13,395	181	+38.2%	Shares	Sole	2025-02-18
2024-09-30	$8,490	131	0.0%	Shares	Sole	2024-11-19
2024-06-30	$9,653	131	0.0%	Shares	Sole	2024-08-14
2024-03-31	$9,476	131	0.0%	Shares	Sole	2024-05-10
2023-12-31	$9,012	131	+0.8%	Shares	Sole	2024-02-06
2023-09-30	$7,137	130	-50.6%	Shares	Sole	2023-11-16
2023-06-30	$14,906	263	-13.2%	Shares	Sole	2023-08-07
2023-03-31	$15,871	303	+15.2%	Shares	Sole	2023-05-09
2022-12-31	$21,897	263	0.0%	Shares	Sole	2023-02-15
2022-09-30	$18,901	263	0.0%	Shares	Sole	2022-10-18
2022-06-30	$16,616	263	+29.6%	Shares	Sole	2022-07-29
2022-03-31	$17,114	203	0.0%	Shares	Sole	2022-05-11
2021-12-31	$17,072	203	0.0%	Shares	Sole	2022-02-08
2021-09-30	$14,786	203	0.0%	Shares	Sole	2021-11-12
2021-06-30	$14,780	203	0.0%	Shares	Sole	2021-08-09
2021-03-31	$13,231	203	0.0%	Shares	Sole	2021-05-12
2020-12-31	$10,767	203	+190.0%	Shares	Sole	2021-02-05
2020-09-30	$2,536	70	0.0%	Shares	Sole	2020-11-13
2020-06-30	$2,361	70	0.0%	Shares	Sole	2020-08-04
2020-03-31	$2,353	70	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.