CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in SCHW — Schwab Charles Corp
CIK 1766904
RICHMOND, VA
Position in SCHW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$445,843
-$82,601 QoQ
Shares Held
4,832
-14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,558
of 2,303 holders
Holding Since
Sep 2020
18 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $2,689,485 across 6 Capital Markets names. SCHW ranks #3 (16.6% of the industry book) .
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $445,843 | 4,832 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $528,444 | 5,623 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $490,152 | 4,906 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $403,260 | 4,224 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $380,376 | 4,169 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $286,342 | 3,658 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $233,573 | 3,156 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $5,617,727 | 86,680 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $7,558,526 | 102,572 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $8,279,888 | 114,458 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $6,676,418 | 97,041 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $5,683,849 | 103,531 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,928,042 | 86,945 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $3,502,598 | 66,869 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,068,119 | 60,871 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $270,949 | 3,770 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $263,586 | 4,172 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $41,628 | 1,149 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||