Poehling Capital Management, INC.

Position in SCHW — Schwab Charles Corp

CIK 1730815 Madison, WI

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$16,578,243

+$14,268 QoQ

Shares Held

179,671

+1.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

3.85%

of 13F equity value

Holder Rank

#399

of 2,304 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Poehling Capital Management, INC. holds $23,423,754 across 3 Capital Markets names. SCHW ranks #1 (70.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	179,671	$16,578,243
2	JEF	Jefferies Financial Group Inc.	122,355	$6,115,302
3	GS	Goldman Sachs Group Inc	722	$730,209

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,578,243	179,671	+1.9%	Shares	Sole	2026-07-20
2026-03-31	$16,563,975	176,250	-0.1%	Shares	Sole	2026-04-21
2025-12-31	$17,622,225	176,381	-0.2%	Shares	Sole	2026-02-06
2025-09-30	$16,876,613	176,774	-0.8%	Shares	Sole	2025-11-05
2025-06-30	$16,262,617	178,240	-0.3%	Shares	Sole	2025-08-11
2025-03-31	$13,996,542	178,801	+0.0%	Shares	Sole	2025-05-02
2024-12-31	$13,229,805	178,757	-0.3%	Shares	Sole	2025-02-18
2024-09-30	$11,615,313	179,221	+2.8%	Shares	Sole	2024-11-13
2024-06-30	$12,850,283	174,383	-8.5%	Shares	Sole	2024-08-09
2024-03-31	$13,782,433	190,523	-0.2%	Shares	Sole	2024-05-10
2023-12-31	$13,132,200	190,875	+0.9%	Shares	Sole	2024-02-13
2023-09-30	$10,386,750	189,194	+1.8%	Shares	Sole	2023-11-15
2023-06-30	$10,536,982	185,903	+112.1%	Shares	Sole	2023-08-14
2023-03-31	$4,591,368	87,655	+405.2%	Shares	Sole	2023-05-11
2022-12-31	$1,444,477	17,349	+229.9%	Shares	Sole	2023-02-13
2022-06-30	$332,263	5,259	-91.8%	Shares	Sole	2022-08-09
2020-06-30	$2,171,877	64,371	-7.6%	Shares	Sole	2020-08-13
2020-03-31	$2,341,229	69,638	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.