Delta Investment Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1757043 SAN FRANCISCO, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$515,789

-$108,144 QoQ

Shares Held

5,590

-15.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,500

of 2,304 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Delta Investment Management, LLC holds $3,118,126 across 4 Capital Markets names. SCHW ranks #4 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	15,901	$1,384,023
2	MS	Morgan Stanley	3,135	$655,340
3	JEF	Jefferies Financial Group Inc.	11,264	$562,974
4	SCHW	Schwab Charles Corp This page	5,590	$515,789

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,789	5,590	-15.8%	Shares	Sole	2026-08-13
2026-03-31	$623,933	6,639	+14.9%	Shares	Sole	2026-05-13
2025-12-31	$577,379	5,779	+3.0%	Shares	Sole	2026-01-30
2025-09-30	$535,873	5,613	+6.2%	Shares	Sole	2025-10-20
2025-06-30	$482,294	5,286	+0.6%	Shares	Sole	2025-08-01
2025-03-31	$411,517	5,257	-80.8%	Shares	Sole	2025-05-14
2023-09-30	$1,504,479	27,404	-9.9%	Shares	Sole	2023-11-14
2023-06-30	$1,724,432	30,424	+6.0%	Shares	Sole	2023-08-04
2023-03-31	$1,504,091	28,715	+1092.5%	Shares	Sole	2023-05-08
2022-03-31	$203,018	2,408	-21.7%	Shares	Sole	2022-05-11
2021-12-31	$258,523	3,074	+7.1%	Shares	Sole	2022-02-07
2021-09-30	$209,123	2,871	-4.3%	Shares	Sole	2021-11-12
2021-06-30	$218,430	3,000	-80.4%	Shares	Sole	2021-08-06
2020-12-31	$813,368	15,335	+2.5%	Shares	Sole	2021-02-04
2020-09-30	$542,109	14,963	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.