Naviter Wealth, LLC

Position in SCHW — Schwab Charles Corp

CIK 1855567 LITTLE ROCK, AR

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$675,508

+$14,641 QoQ

Shares Held

7,321

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,380

of 2,304 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Naviter Wealth, LLC holds $8,558,056 across 4 Capital Markets names. SCHW ranks #3 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,763	$6,839,895
2	MS	Morgan Stanley	3,399	$710,526
3	SCHW	Schwab Charles Corp This page	7,321	$675,508
4	HOOD	Robinhood Markets, Inc.	3,312	$332,127

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$675,508	7,321	+4.1%	Shares	Sole	2026-08-07
2026-03-31	$660,867	7,032	+0.3%	Shares	Sole	2026-04-10
2025-12-31	$700,469	7,011	0.0%	Shares	Sole	2026-01-21
2025-09-30	$669,340	7,011	+0.9%	Shares	Sole	2025-11-06
2025-06-30	$633,844	6,947	-1.4%	Shares	Sole	2025-07-28
2025-03-31	$551,326	7,043	+1.4%	Shares	Sole	2025-04-25
2024-12-31	$514,147	6,947	—	Shares	Sole	2025-02-07
No filing history on record for this holder in this stock.