Americana Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1797678 Houston, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,198,606

-$339,488 QoQ

Shares Held

67,179

-3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#589

of 2,303 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Americana Partners, LLC holds $17,450,185 across 5 Capital Markets names. SCHW ranks #2 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,785	$8,884,885
2	SCHW	Schwab Charles Corp This page	67,179	$6,198,606
3	MS	Morgan Stanley	8,802	$1,839,970
4	JEF	Jefferies Financial Group Inc.	5,309	$265,343
5	IBKR	Interactive Brokers Group, Inc.	3,003	$261,381

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,198,606	67,179	-3.4%	Shares	Sole	2026-08-05
2026-03-31	$6,538,094	69,569	-39.6%	Shares	Sole	2026-05-12
2025-12-31	$11,500,240	115,106	+11.8%	Shares	Sole	2026-02-06
2025-09-30	$9,825,772	102,920	+5.0%	Shares	Sole	2025-10-29
2025-06-30	$8,939,512	97,978	-6.8%	Shares	Sole	2025-08-07
2025-03-31	$8,230,359	105,140	-0.0%	Shares	Sole	2025-05-12
2024-12-31	$7,782,817	105,159	+1228.6%	Shares	Sole	2025-01-31
2024-09-30	$512,971	7,915	-91.2%	Shares	Sole	2024-10-28
2024-06-30	$6,635,121	90,041	+66.4%	Shares	Sole	2024-07-30
2024-03-31	$3,913,304	54,096	-5.4%	Shares	Sole	2024-05-07
2023-12-31	$3,934,809	57,192	+25.3%	Shares	Sole	2024-01-25
2023-09-30	$2,504,922	45,627	-20.6%	Shares	Sole	2023-11-07
2023-06-30	$3,255,982	57,445	+27.4%	Shares	Sole	2023-07-31
2023-03-31	$2,362,652	45,106	+27.5%	Shares	Sole	2023-05-08
2022-12-31	$2,946,404	35,388	+297.7%	Shares	Sole	2023-01-30
2022-09-30	$639,499	8,898	+3.0%	Shares	Sole	2022-11-14
2022-06-30	$546,064	8,643	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.