Brio Consultants, LLC

Position in SCHW — Schwab Charles Corp

CIK 1747799 SAN FRANCISCO, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$312,887

-$724 QoQ

Shares Held

3,391

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,722

of 2,303 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brio Consultants, LLC holds $875,153 across 4 Capital Markets names. SCHW ranks #1 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	3,391	$312,887
2	GS	Goldman Sachs Group Inc	246	$248,797
3	MS	Morgan Stanley	1,010	$211,130
4	NMR	Nomura Holdings Inc	11,656	$102,339

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,887	3,391	+1.6%	Shares	Sole	2026-08-12
2026-03-31	$313,611	3,337	+5.2%	Shares	Sole	2026-05-06
2025-12-31	$316,914	3,172	+4.8%	Shares	Sole	2026-02-04
2025-09-30	$289,083	3,028	+5.7%	Shares	Sole	2025-11-10
2025-06-30	$261,493	2,866	+8.7%	Shares	Sole	2025-08-07
2025-03-31	$206,424	2,637	-3.3%	Shares	Sole	2025-07-07
2024-12-31	$201,751	2,726	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.