LIBERTY WEALTH MANAGEMENT LLC

Position in SCHW — Schwab Charles Corp

CIK 1769302 OAKLAND, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$214,066

-$3,967 QoQ

Shares Held

2,320

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,919

of 2,304 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $1,517,034 across 3 Capital Markets names. SCHW ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	988	$999,233
2	MS	Morgan Stanley	1,453	$303,735
3	SCHW	Schwab Charles Corp This page	2,320	$214,066

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,066	2,320	0.0%	Shares	Sole	2026-08-06
2026-03-31	$218,033	2,320	+8.5%	Shares	Sole	2026-05-12
2025-12-31	$213,707	2,139	-0.4%	Shares	Sole	2026-02-04
2025-09-30	$205,069	2,148	-96.9%	Shares	Sole	2025-10-31
2024-06-30	$110	69,427	+11134.1%	Shares	Sole	2024-08-07
2021-09-30	$45,015	618	+0.3%	Shares	Sole	2021-11-15
2021-06-30	$44,850	616	-19.8%	Shares	Sole	2021-08-13
2021-03-31	$50,058	768	0.0%	Shares	Sole	2021-05-17
2020-12-31	$40,734	768	+37.6%	Shares	Sole	2021-02-09
2020-09-30	$20,216	558	+0.4%	Shares	Sole	2020-11-05
2020-06-30	$18,759	556	-40.5%	Shares	Sole	2020-08-04
2020-03-31	$31,434	935	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.