Kesler, Norman & Wride, LLC

Position in SCHW — Schwab Charles Corp

CIK 1840455 OGDEN, UT

Position in SCHW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$838,642

+$717 QoQ

Shares Held

9,089

+1.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,285

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kesler, Norman & Wride, LLC holds $3,012,998 across 3 Capital Markets names. SCHW ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	9,105	$1,903,309
2	SCHW	Schwab Charles Corp This page	9,089	$838,642
3	GS	Goldman Sachs Group Inc	268	$271,047

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$838,642	9,089	+1.9%	Shares	Sole	2026-07-23
2026-03-31	$837,925	8,916	+44.3%	Shares	Sole	2026-05-06
2025-12-31	$617,343	6,179	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.