Leelyn Smith, LLC

Position in SCHW — Schwab Charles Corp

CIK 1777817 GENEVA, IL

Position in SCHW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$4,929,524

+$104,685 QoQ

Shares Held

53,425

+4.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#649

of 2,303 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Leelyn Smith, LLC holds $7,211,605 across 3 Capital Markets names. SCHW ranks #1 (68.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	53,425	$4,929,524
2	MS	Morgan Stanley	5,845	$1,221,838
3	LPLA	LPL Financial Holdings Inc.	3,764	$1,060,243

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,929,524	53,425	+4.1%	Shares	Sole	2026-07-24
2026-03-31	$4,824,839	51,339	+7.4%	Shares	Sole	2026-04-27
2025-12-31	$4,774,099	47,784	+5.3%	Shares	Sole	2026-01-28
2025-09-30	$4,331,473	45,370	+103013.6%	Shares	Sole	2025-10-30
2022-12-31	$3,663	44	0.0%	Shares	Sole	2023-02-10
2022-09-30	$3,162	44	-97.4%	Shares	Sole	2022-11-14
2022-06-30	$106,521	1,686	-6.7%	Shares	Sole	2022-08-09
2022-03-31	$152,348	1,807	+7.2%	Shares	Sole	2022-05-11
2021-12-31	$141,792	1,686	-8.7%	Shares	Sole	2022-02-14
2021-09-30	$134,462	1,846	-58.9%	Shares	Sole	2021-11-12
2021-06-30	$326,916	4,490	-52.9%	Shares	Sole	2021-08-31
2021-03-31	$621,817	9,540	-77.6%	Shares	Sole	2021-05-05
2020-12-31	$2,261,095	42,630	+9.7%	Shares	Sole	2021-01-15
2020-09-30	$1,407,934	38,861	+15.5%	Shares	Sole	2020-11-05
2020-06-30	$1,135,148	33,644	+17.7%	Shares	Sole	2020-08-06
2020-03-31	$960,859	28,580	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.