Apella Capital, LLC

Position in SCHW — Schwab Charles Corp

CIK 1801507 WEST HARTFORD, CT

Position in SCHW

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$263,523

-$5,635 QoQ

Shares Held

2,856

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,815

of 2,304 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Apella Capital, LLC holds $3,078,896 across 4 Capital Markets names. SCHW ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,052	$1,063,961
2	MS	Morgan Stanley	4,863	$1,016,561
3	HOOD	Robinhood Markets, Inc.	7,328	$734,851
4	SCHW	Schwab Charles Corp This page	2,856	$263,523

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,523	2,856	-0.3%	Shares	Sole	2026-07-08
2026-03-31	$269,158	2,864	+30.2%	Shares	Sole	2026-04-20
2025-09-30	$210,034	2,200	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.