Mach-1 Financial Group, LLC

Position in SCHW — Schwab Charles Corp

CIK 1843358 Rogers, AR

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$203,178

-$886,426 QoQ

Shares Held

2,202

-81.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,946

of 2,304 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Mach-1 Financial Group, LLC holds $682,297 across 2 Capital Markets names. SCHW ranks #2 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley	2,292	$479,119
2	SCHW	Schwab Charles Corp This page	2,202	$203,178

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$203,178	2,202	-81.0%	Shares	Sole	2026-07-29
2026-03-31	$1,089,604	11,594	-50.0%	Shares	Sole	2026-05-13
2025-12-31	$2,317,712	23,198	-45.2%	Shares	Sole	2026-02-06
2025-06-30	$3,865,565	42,367	-5.2%	Shares	Sole	2025-08-11
2025-03-31	$3,499,272	44,702	+34.0%	Shares	Sole	2025-05-14
2023-12-31	$2,295,030	33,358	+17.5%	Shares	Sole	2024-02-05
2023-09-30	$1,558,391	28,386	+30.5%	Shares	Sole	2023-10-17
2023-06-30	$1,232,619	21,747	+3728.7%	Shares	Sole	2023-07-28
2023-03-31	$29,751	568	-97.7%	Shares	Sole	2023-05-10
2022-12-31	$2,027,963	24,357	+4452.7%	Shares	Other	2023-02-02
2022-09-30	$38,449	535	+18.9%	Shares	Sole	2022-11-08
2022-06-30	$28,431	450	0.0%	Shares	Sole	2022-08-04
2022-03-31	$37,939	450	-26.1%	Shares	Sole	2022-05-06
2021-12-31	$51,216	609	+35.3%	Shares	Sole	2022-02-11
2021-06-30	$32,764	450	0.0%	Shares	Sole	2021-08-04
2021-03-31	$29,331	450	0.0%	Shares	Sole	2021-05-13
2020-12-31	$23,868	450	—	Shares	Sole	2021-03-23
No filing history on record for this holder in this stock.