McLean Asset Management Corp

Position in SCHW — Schwab Charles Corp

CIK 1833140 TYSONS, VA

Position in SCHW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$189,153

-$18,659 QoQ

Shares Held

2,050

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,960

of 2,303 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

McLean Asset Management Corp holds $1,655,635 across 3 Capital Markets names. SCHW ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	826	$835,391
2	MS	Morgan Stanley	3,019	$631,091
3	SCHW	Schwab Charles Corp This page	2,050	$189,153

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$189,153	2,050	-1.4%	Shares	Sole	2026-08-12
2025-12-31	$207,812	2,080	—	Shares	Sole	2026-01-16
No filing history on record for this holder in this stock.