GoalVest Advisory LLC

Position in SCHW — Schwab Charles Corp

CIK 1839307 NEW YORK, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$26,296

-$18 QoQ

Shares Held

285

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,143

of 2,304 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $4,727,410 across 6 Capital Markets names. SCHW ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,308	$3,345,611
2	WULF	Terawulf Inc.	50,000	$1,235,000
3	MS	Morgan Stanley	537	$112,254
4	SCHW	Schwab Charles Corp This page	285	$26,296
5	HUT	Hut 8 Corp.	40	$4,617
6	CRCL	Circle Internet Group, Inc.	58	$3,632

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$26,296	285	+1.8%	Shares	Sole	2026-07-09
2026-03-31	$26,314	280	0.0%	Shares	Sole	2026-04-13
2025-12-31	$27,974	280	+551.2%	Shares	Sole	2026-01-05
2025-06-30	$3,923	43	-68.4%	Shares	Sole	2025-08-01
2025-03-31	$10,646	136	+4.6%	Shares	Sole	2025-04-07
2024-12-31	$9,621	130	+154.9%	Shares	Sole	2025-01-17
2023-03-31	$2,671	51	-17.7%	Shares	Sole	2023-04-03
2022-12-31	$5,162	62	0.0%	Shares	Sole	2023-01-06
2022-09-30	$4,455	62	-98.5%	Shares	Sole	2022-10-11
2022-06-30	$269,083	4,259	+1.0%	Shares	Sole	2022-07-06
2022-03-31	$355,619	4,218	+9.8%	Shares	Sole	2022-05-03
2021-06-30	$279,590	3,840	+7.6%	Shares	Sole	2021-09-01
2021-03-31	$232,562	3,568	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.