BAKER TILLY WEALTH MANAGEMENT, LLC

Position in SCHW — Schwab Charles Corp

CIK 1840565 MADISON, WI

Position in SCHW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$268,505

-$53,888 QoQ

Shares Held

2,910

-33.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,805

of 2,304 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,509,581 across 4 Capital Markets names. SCHW ranks #4 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,466	$515,492
2	GS	Goldman Sachs Group Inc	408	$412,638
3	LPLA	LPL Financial Holdings Inc.	1,111	$312,946
4	SCHW	Schwab Charles Corp This page	2,910	$268,505

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,505	2,910	-33.5%	Shares	Sole	2026-07-17
2024-06-30	$322,393	4,375	-60.4%	Shares	Sole	2024-07-18
2024-03-31	$799,574	11,053	+2.6%	Shares	Sole	2024-05-09
2023-12-31	$741,388	10,776	-4.7%	Shares	Sole	2024-01-10
2023-09-30	$620,644	11,305	-3.6%	Shares	Sole	2023-10-10
2023-06-30	$664,799	11,729	+2.0%	Shares	Sole	2023-07-20
2023-03-31	$602,370	11,500	+10.4%	Shares	Sole	2023-04-12
2022-12-31	$866,986	10,413	-4.3%	Shares	Sole	2023-01-26
2022-09-30	$781,729	10,877	+0.4%	Shares	Sole	2022-10-20
2022-06-30	$684,808	10,839	+39.8%	Shares	Sole	2022-07-28
2022-03-31	$653,655	7,753	+2.6%	Shares	Sole	2022-04-27
2021-12-31	$635,543	7,557	+0.5%	Shares	Sole	2022-02-08
2021-09-30	$547,538	7,517	+74.0%	Shares	Sole	2021-11-02
2021-06-30	$314,612	4,321	+0.4%	Shares	Sole	2021-07-30
2021-03-31	$280,469	4,303	-18.0%	Shares	Sole	2021-04-28
2020-12-31	$278,300	5,247	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.