Cedar Mountain Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1798986 LAKE OSWEGO, OR

Position in SCHW

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$56,930

-$961 QoQ

Shares Held

617

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#606

of 690 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cedar Mountain Advisors, LLC holds $418,993 across 15 Capital Markets names. SCHW ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	832	$173,921
2	GS	Goldman Sachs Group Inc	71	$71,807
3	SCHW	Schwab Charles Corp This page	617	$56,930
4	EVR	Evercore Inc.	165	$56,337
5	SF	Stifel Financial Corp	337	$23,512
6	MC	Moelis & Co	220	$14,392
7	XP	XP Inc.	424	$6,894
8	MIAX	Miami International Holdings, Inc.	158	$5,871

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,930	617	+0.2%	Shares	Sole	2026-07-02
2026-03-31	$57,891	616	+44.6%	Shares	Sole	2026-04-30
2025-12-31	$42,561	426	+0.2%	Shares	Sole	2026-02-11
2025-09-30	$40,574	425	+7.1%	Shares	Sole	2025-10-24
2025-06-30	$36,222	397	0.0%	Shares	Sole	2025-07-22
2025-03-31	$31,077	397	+0.3%	Shares	Sole	2025-04-14
2024-12-31	$29,307	396	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$25,599	395	+0.3%	Shares	Sole	2024-10-15
2024-06-30	$29,033	394	0.0%	Shares	Sole	2024-07-11
2024-03-31	$28,501	394	+0.3%	Shares	Sole	2024-04-16
2023-12-31	$27,038	393	+0.3%	Shares	Sole	2024-01-16
2023-09-30	$21,520	392	+0.3%	Shares	Sole	2023-10-23
2023-06-30	$22,161	391	+123.4%	Shares	Sole	2023-07-19
2023-03-31	$9,166	175	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.