BELLEVUE ASSET MANAGEMENT, LLC

Position in SCHW — Schwab Charles Corp

CIK 1801619 BELLEVUE, WA

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$27,219

-$411 QoQ

Shares Held

295

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,139

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $202,662 across 4 Capital Markets names. SCHW ranks #2 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	150	$151,705
2	SCHW	Schwab Charles Corp This page	295	$27,219
3	CRCL	Circle Internet Group, Inc.	362	$22,672
4	SNEX	StoneX Group Inc.	14	$1,066

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,219	295	+0.3%	Shares	Other	2026-08-04
2026-03-31	$27,630	294	+0.3%	Shares	Other	2026-04-24
2025-12-31	$29,273	293	0.0%	Shares	Other	2026-01-23
2025-09-30	$27,972	293	+0.3%	Shares	Other	2025-11-04
2025-06-30	$26,642	292	+0.3%	Shares	Other	2025-07-23
2025-03-31	$22,779	291	0.0%	Shares	Other	2025-04-28
2024-12-31	$21,536	291	0.0%	Shares	Other	2025-02-06
2024-09-30	$18,859	291	+0.3%	Shares	Other	2024-10-25
2024-06-30	$21,370	290	+0.3%	Shares	Other	2024-07-31
2024-03-31	$20,906	289	+0.3%	Shares	Other	2024-04-26
2023-12-31	$19,814	288	+0.7%	Shares	Other	2024-02-06
2023-09-30	$15,701	286	+0.4%	Shares	Other	2023-10-25
2023-06-30	$16,153	285	+0.4%	Shares	Other	2023-07-31
2023-03-31	$14,875	284	+0.4%	Shares	Other	2023-05-09
2022-12-31	$23,562	283	0.0%	Shares	Other	2023-01-23
2022-09-30	$20,339	283	+0.7%	Shares	Other	2022-11-07
2022-06-30	$17,753	281	0.0%	Shares	Other	2022-08-12
2022-03-31	$23,691	281	-47.8%	Shares	Other	2022-05-11
2021-12-31	$45,245	538	0.0%	Shares	Other	2022-02-03
2021-09-30	$39,187	538	0.0%	Shares	Other	2021-11-05
2021-06-30	$39,171	538	0.0%	Shares	Other	2021-08-09
2021-03-31	$35,066	538	0.0%	Shares	Other	2021-05-12
2020-12-31	$28,535	538	0.0%	Shares	Other	2021-02-11
2020-09-30	$19,491	538	+15.5%	Shares	Other	2020-11-12
2020-06-30	$15,722	466	0.0%	Shares	Other	2020-07-31
2020-03-31	$15,666	466	—	Shares	Other	2020-05-13
No filing history on record for this holder in this stock.