Gleason Group, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1822632 PROSPECT, KY

Position in SCHW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$9,965

-$7,735 QoQ

Shares Held

108

-44.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,211

of 2,304 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gleason Group, Inc. holds $242,376 across 5 Capital Markets names. SCHW ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	893	$186,672
2	GS	Goldman Sachs Group Inc	31	$31,352
3	VIRT	Virtu Financial, Inc.	186	$11,080
4	SCHW	Schwab Charles Corp This page	108	$9,965
5	IBKR	Interactive Brokers Group, Inc.	38	$3,307

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,965	108	-44.3%	Shares	Sole	2026-07-13
2025-06-30	$17,700	194	+0.5%	Shares	Sole	2025-07-17
2025-03-31	$15,108	193	+0.5%	Shares	Sole	2025-04-11
2024-12-31	$14,209	192	0.0%	Shares	Sole	2025-01-13
2024-09-30	$12,443	192	+0.5%	Shares	Sole	2024-10-15
2024-06-30	$14,074	191	+0.5%	Shares	Sole	2024-07-12
2024-03-31	$13,744	190	0.0%	Shares	Sole	2024-04-12
2023-12-31	$13,072	190	+0.5%	Shares	Sole	2024-01-19
2023-09-30	$10,376	189	+0.5%	Shares	Sole	2023-10-12
2023-06-30	$10,655	188	+0.5%	Shares	Sole	2023-07-20
2023-03-31	$9,795	187	—	Shares	Sole	2023-04-14
No filing history on record for this holder in this stock.