Wellspring Financial Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 1811308 CLEVELAND, OH

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$312,057

-$120,626 QoQ

Shares Held

3,382

-26.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,727

of 2,304 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $5,908,102 across 4 Capital Markets names. SCHW ranks #3 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	4,248	$4,296,299
2	IBKR	Interactive Brokers Group, Inc.	12,305	$1,071,027
3	SCHW	Schwab Charles Corp This page	3,382	$312,057
4	TW	Tradeweb Markets Inc.	2,295	$228,719

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$312,057	3,382	-26.5%	Shares	Sole	2026-07-20
2026-03-31	$432,683	4,604	+36.9%	Shares	Sole	2026-05-15
2025-12-31	$336,097	3,364	+31.9%	Shares	Sole	2026-02-11
2025-09-30	$243,448	2,550	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.