Platform Technology Partners

Position in SCHW — Schwab Charles Corp

CIK 1830817 NEW YORK, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$724,319

-$34,851 QoQ

Shares Held

7,850

-2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,355

of 2,304 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Platform Technology Partners holds $7,218,957 across 4 Capital Markets names. SCHW ranks #2 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	5,879	$5,945,844
2	SCHW	Schwab Charles Corp This page	7,850	$724,319
3	MS	Morgan Stanley	1,387	$289,938
4	WULF	Terawulf Inc.	10,480	$258,856

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$724,319	7,850	-2.8%	Shares	Sole	2026-07-24
2026-03-31	$759,170	8,078	+15.8%	Shares	Sole	2026-04-27
2025-12-31	$696,972	6,976	+1.9%	Shares	Sole	2026-02-13
2025-09-30	$653,683	6,847	-4.5%	Shares	Sole	2025-10-29
2025-06-30	$654,373	7,172	+4.4%	Shares	Sole	2025-08-11
2025-03-31	$537,940	6,872	+0.7%	Shares	Sole	2025-05-01
2024-12-31	$505,266	6,827	0.0%	Shares	Sole	2025-01-28
2024-09-30	$442,457	6,827	0.0%	Shares	Sole	2024-11-04
2024-06-30	$503,081	6,827	-39.6%	Shares	Sole	2024-07-30
2023-12-31	$777,784	11,305	-2.1%	Shares	Sole	2024-02-13
2023-09-30	$634,149	11,551	-2.5%	Shares	Sole	2023-11-08
2023-06-30	$671,658	11,850	-0.3%	Shares	Sole	2023-07-12
2023-03-31	$622,745	11,889	-1.5%	Shares	Sole	2023-04-04
2022-12-31	$1,005,447	12,076	-0.3%	Shares	Sole	2023-01-11
2022-09-30	$870,920	12,118	0.0%	Shares	Sole	2022-10-24
2022-06-30	$765,615	12,118	-10.3%	Shares	Sole	2022-08-04
2022-03-31	$1,138,859	13,508	-2.0%	Shares	Sole	2022-05-03
2021-12-31	$1,159,654	13,789	-0.1%	Shares	Sole	2022-02-01
2021-09-30	$1,005,701	13,807	-4.7%	Shares	Sole	2021-11-04
2021-06-30	$1,055,089	14,491	+10.8%	Shares	Sole	2021-08-05
2020-12-31	$693,604	13,077	+19.3%	Shares	Sole	2021-02-09
2020-09-30	$397,225	10,964	0.0%	Shares	Sole	2020-11-30
2020-06-30	$369,925	10,964	-4.3%	Shares	Sole	2020-11-30
2020-03-31	$385,285	11,460	—	Shares	Sole	2020-11-30
No filing history on record for this holder in this stock.