HOHIMER WEALTH MANAGEMENT, LLC

Position in SCHW — Schwab Charles Corp

CIK 1802533 SEATTLE, WA

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,121,357

+$22,355 QoQ

Shares Held

12,153

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,165

of 2,304 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Financial Services · as of Jun 30, 2026

HOHIMER WEALTH MANAGEMENT, LLC holds $3,508,788 across 6 Capital Markets names. SCHW ranks #1 (32.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	12,153	$1,121,357
2	GS	Goldman Sachs Group Inc	784	$792,914
3	LPLA	LPL Financial Holdings Inc.	2,211	$622,794
4	SNEX	StoneX Group Inc.	5,104	$403,255
5	GOLD	Gold.com, Inc.	8,000	$332,880
6	MS	Morgan Stanley	1,127	$235,588

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,121,357	12,153	+3.9%	Shares	Sole	2026-08-03
2026-03-31	$1,099,002	11,694	+24.5%	Shares	Sole	2026-05-01
2025-12-31	$938,654	9,395	+1.6%	Shares	Sole	2026-02-12
2025-09-30	$883,097	9,250	-1.5%	Shares	Sole	2025-11-12
2025-06-30	$856,652	9,389	+1.4%	Shares	Sole	2025-08-19
2025-03-31	$724,637	9,257	-80.9%	Shares	Sole	2025-05-02
2024-03-31	$3,507,187	48,482	+0.1%	Shares	Sole	2024-05-08
2023-12-31	$3,331,708	48,426	-0.2%	Shares	Sole	2024-02-09
2023-09-30	$2,662,869	48,504	-1.4%	Shares	Sole	2023-11-21
2023-06-30	$2,789,222	49,210	-3.0%	Shares	Sole	2023-07-28
2023-03-31	$2,656,818	50,722	-4.2%	Shares	Sole	2023-05-03
2022-12-31	$4,406,785	52,928	-3.1%	Shares	Sole	2023-02-01
2022-09-30	$3,926,329	54,631	+0.9%	Shares	Sole	2022-11-02
2022-06-30	$3,419,617	54,125	-19.4%	Shares	Sole	2022-07-25
2022-03-31	$5,660,320	67,137	+2.4%	Shares	Sole	2022-05-03
2021-12-31	$5,512,082	65,542	-16.0%	Shares	Sole	2022-01-25
2021-09-30	$5,681,155	77,995	-2.6%	Shares	Sole	2021-10-18
2021-06-30	$5,828,440	80,050	+3.4%	Shares	Sole	2021-07-12
2021-03-31	$5,047,669	77,442	-6.0%	Shares	Sole	2021-04-12
2020-09-30	$2,984,663	82,381	+6.7%	Shares	Sole	2020-11-13
2020-06-30	$2,605,740	77,230	+36.2%	Shares	Sole	2020-07-14
2020-03-31	$1,906,993	56,722	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.