Johnson Financial Group, LLC

Position in SCHW — Schwab Charles Corp

CIK 1706327 Denver, CO

Position in SCHW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$293,603

New position

Shares Held

3,182

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,761

of 2,303 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Johnson Financial Group, LLC holds $1,983,117 across 4 Capital Markets names. SCHW ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	4,230	$884,239
2	GS	Goldman Sachs Group Inc	708	$716,049
3	SCHW	Schwab Charles Corp This page	3,182	$293,603
4	NAKA	Nakamoto Inc.	22,589	$89,226

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,603	3,182	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.