Lloyd Advisory Services, LLC.

Position in SCHW — Schwab Charles Corp

CIK 1802474 SUWANEE, GA

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,044

-$7,669 QoQ

Shares Held

-71.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,261

of 2,304 holders

Holding Since

Dec 2021

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lloyd Advisory Services, LLC. holds $34,316 across 4 Capital Markets names. SCHW ranks #3 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	284	$24,719
2	GS	Goldman Sachs Group Inc	4	$4,045
3	SCHW	Schwab Charles Corp This page	33	$3,044
4	MS	Morgan Stanley	12	$2,508

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,044	33	-71.1%	Shares	Sole	2026-08-07
2026-03-31	$10,713	114	+470.0%	Shares	Sole	2026-05-13
2025-12-31	$1,998	20	-94.1%	Shares	Sole	2026-02-06
2022-03-31	$28,581	339	0.0%	Shares	Other	2022-05-02
2021-12-31	$28,509	339	—	Shares	Other	2022-01-26
No filing history on record for this holder in this stock.