CERTUITY, LLC

Position in SCHW — Schwab Charles Corp

CIK 1800752 NORTH PALM BEACH, FL

Position in SCHW

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$1,041,674

-$208,999 QoQ

Shares Held

11,084

-11.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

CERTUITY, LLC holds $41,771,637 across 8 Capital Markets names. SCHW ranks #5 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	205,082	$33,750,344
2	BMNR	Bitmine Immersion Technologies, Inc.	180,707	$3,574,384
3	GS	Goldman Sachs Group Inc	1,663	$1,406,881
4	HOOD	Robinhood Markets, Inc.	15,505	$1,074,496
5	SCHW	Schwab Charles Corp This page	11,084	$1,041,674
6	EVR	Evercore Inc.	1,625	$485,078
7	NAKA	Nakamoto Inc.	40,001	$353,608
8	NMR	Nomura Holdings Inc	10,795	$85,172

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,041,674	11,084	-11.5%	Shares	Sole	2026-05-11
2025-12-31	$1,250,673	12,518	+3.4%	Shares	Sole	2026-01-30
2025-09-30	$1,155,473	12,103	+278.3%	Shares	Sole	2025-11-13
2025-06-30	$291,876	3,199	+6.5%	Shares	Sole	2025-08-14
2025-03-31	$235,231	3,005	-93.1%	Shares	Sole	2025-05-13
2024-09-30	$2,806,208	43,299	-6.3%	Shares	Sole	2024-11-12
2024-06-30	$3,404,699	46,203	+870.7%	Shares	Sole	2024-08-06
2024-03-31	$344,338	4,760	-0.3%	Shares	Sole	2024-05-15
2023-12-31	$328,520	4,775	-2.5%	Shares	Sole	2024-02-05
2023-09-30	$268,845	4,897	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.