Triumph Capital Management

Position in SCHW — Schwab Charles Corp

CIK 1730765 DENVER, CO

Position in SCHW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$332,356

-$41,120 QoQ

Shares Held

3,602

-9.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,685

of 2,304 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triumph Capital Management holds $2,320,837 across 12 Capital Markets names. SCHW ranks #4 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IREN	IREN Ltd	18,364	$839,785
2	SNEX	StoneX Group Inc.	6,201	$489,879
3	GS	Goldman Sachs Group Inc	398	$402,525
4	SCHW	Schwab Charles Corp This page	3,602	$332,356
5	GLXY	Galaxy Digital Inc.	4,893	$133,774
6	MS	Morgan Stanley	276	$57,695
7	LAZ	Lazard, Inc.	800	$33,552
8	XP	XP Inc.	1,100	$17,886

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$332,356	3,602	-9.4%	Shares	Sole	2026-07-21
2026-03-31	$373,476	3,974	+1.9%	Shares	Sole	2026-05-13
2025-12-31	$389,449	3,898	+0.3%	Shares	Sole	2026-02-12
2025-09-30	$371,187	3,888	-0.2%	Shares	Sole	2025-12-23
2025-06-30	$355,562	3,897	+6.9%	Shares	Sole	2025-12-29
2025-03-31	$285,487	3,647	-8.8%	Shares	Sole	2025-05-06
2024-12-31	$295,817	3,997	-64.2%	Shares	Sole	2025-02-14
2024-09-30	$724,186	11,174	+266.6%	Shares	Sole	2025-02-14
2024-03-31	$220,492	3,048	-12.9%	Shares	Sole	2024-04-25
2023-12-31	$240,731	3,499	-40.0%	Shares	Sole	2024-02-05
2023-09-30	$319,902	5,827	-56.5%	Shares	Sole	2023-10-31
2023-06-30	$759,512	13,400	—	Shares	Sole	2023-08-03
No filing history on record for this holder in this stock.