Tower View Wealth Management LLC

Position in SCHW — Schwab Charles Corp

CIK 1729045 SHOREWOOD, WI

Position in SCHW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$156,859

-$31,101 QoQ

Shares Held

1,700

-15.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,975

of 2,304 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tower View Wealth Management LLC holds $2,496,220 across 4 Capital Markets names. SCHW ranks #2 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,306	$2,332,219
2	SCHW	Schwab Charles Corp This page	1,700	$156,859
3	LPLA	LPL Financial Holdings Inc.	13	$3,661
4	IBKR	Interactive Brokers Group, Inc.	40	$3,481

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$156,859	1,700	-15.0%	Shares	Sole	2026-07-24
2026-03-31	$187,960	2,000	0.0%	Shares	Sole	2026-04-20
2025-12-31	$199,820	2,000	0.0%	Shares	Sole	2026-01-23
2025-09-30	$190,940	2,000	-13.9%	Shares	Sole	2025-10-16
2025-06-30	$211,950	2,323	—	Shares	Sole	2025-07-21
No filing history on record for this holder in this stock.