Greystone Financial Group, LLC

Position in SCHW — Schwab Charles Corp

CIK 1845302 BLOOMFIELD HILLS, MI

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$244,238

-$43,810 QoQ

Shares Held

2,647

-13.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,856

of 2,303 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Greystone Financial Group, LLC holds $9,428,550 across 3 Capital Markets names. SCHW ranks #3 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	42,431	$8,869,776
2	GS	Goldman Sachs Group Inc	311	$314,536
3	SCHW	Schwab Charles Corp This page	2,647	$244,238

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,238	2,647	-13.6%	Shares	Sole	2026-07-28
2026-03-31	$288,048	3,065	-79.1%	Shares	Sole	2026-04-24
2025-12-31	$1,463,981	14,653	+2.0%	Shares	Sole	2026-01-27
2025-09-30	$1,371,999	14,371	-1.5%	Shares	Sole	2025-10-22
2025-06-30	$1,330,826	14,586	-0.6%	Shares	Sole	2025-08-07
2025-03-31	$1,148,289	14,669	-2.6%	Shares	Sole	2025-04-14
2024-12-31	$1,114,812	15,063	-6.8%	Shares	Sole	2025-02-03
2024-09-30	$1,047,005	16,155	+88.4%	Shares	Sole	2024-10-22
2024-06-30	$631,744	8,573	+24.7%	Shares	Sole	2024-08-06
2024-03-31	$497,337	6,875	+17.3%	Shares	Sole	2024-04-22
2023-12-31	$403,305	5,862	-40.5%	Shares	Sole	2024-02-14
2023-09-30	$541,149	9,857	-85.2%	Shares	Sole	2023-11-01
2023-06-30	$3,775,284	66,607	-12.2%	Shares	Sole	2023-07-18
2023-03-31	$3,972,551	75,841	+315.5%	Shares	Sole	2023-04-25
2021-12-31	$1,534,993	18,252	+10.2%	Shares	Sole	2022-02-01
2021-09-30	$1,206,958	16,570	-13.7%	Shares	Sole	2021-11-03
2021-06-30	$1,397,660	19,196	+2.9%	Shares	Sole	2021-08-13
2021-03-31	$1,215,541	18,649	+4.9%	Shares	Sole	2021-05-13
2020-12-31	$942,626	17,772	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.