Gryphon Financial Partners LLC

Position in SCHW — Schwab Charles Corp

CIK 1729094 COLUMBUS, OH

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$619,869

-$50,302 QoQ

Shares Held

6,718

-5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,415

of 2,304 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 57% Shared 23% None 20%

Financial Services · as of Jun 30, 2026

Gryphon Financial Partners LLC holds $6,814,275 across 5 Capital Markets names. SCHW ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	13,057	$2,729,435
2	GS	Goldman Sachs Group Inc	1,704	$1,723,374
3	HOOD	Robinhood Markets, Inc.	13,399	$1,343,651
4	SCHW	Schwab Charles Corp This page	6,718	$619,869
5	IBKR	Interactive Brokers Group, Inc.	4,572	$397,946

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$619,869	6,718	-5.8%	Shares	Sole	2026-08-05
2026-03-31	$670,171	7,131	+25.8%	Shares	Sole	2026-05-06
2025-12-31	$566,289	5,668	-2.7%	Shares	Sole	2026-01-08
2025-09-30	$556,399	5,828	+12.8%	Shares	Sole	2025-11-12
2025-06-30	$471,527	5,168	+21.7%	Shares	Sole	2025-08-07
2025-03-31	$332,298	4,245	+28.4%	Shares	Sole	2025-05-12
2024-12-31	$244,601	3,305	-28.3%	Shares	Sole	2025-02-06
2024-09-30	$298,642	4,608	-2.5%	Shares	Sole	2024-11-08
2024-06-30	$348,184	4,725	-3.3%	Shares	Sole	2024-08-07
2024-03-31	$353,380	4,885	-25.2%	Shares	Sole	2024-05-01
2023-12-31	$449,057	6,527	+43.6%	Shares	Sole	2024-02-13
2023-06-30	$257,610	4,545	-9.7%	Shares	Sole	2023-08-08
2023-03-31	$263,732	5,035	-7.7%	Shares	Sole	2023-05-03
2022-12-31	$454,349	5,457	-1.2%	Shares	Sole	2023-02-08
2022-09-30	$396,864	5,522	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$351,406	5,562	+11.8%	Shares	Sole	2022-07-28
2022-03-31	$419,609	4,977	-3.5%	Shares	Other	2022-05-05
2021-12-31	$433,871	5,159	-3.4%	Shares	Other	2022-02-01
2021-09-30	$389,037	5,341	-11.8%	Shares	Other	2021-11-12
2021-06-30	$440,863	6,055	+10.4%	Shares	Other	2021-08-13
2021-03-31	$357,380	5,483	-3.9%	Shares	Other	2021-05-05
2020-12-31	$302,591	5,705	-0.1%	Shares	Other	2021-02-10
2020-09-30	$206,835	5,709	-28.1%	Shares	Other	2020-11-16
2020-03-31	$267,076	7,944	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.