Carmel Capital Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1900481 SAN DIEGO, CA

Position in SCHW

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

Position Value

$2,847,636

-$245,621 QoQ

Shares Held

30,862

-6.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.80%

of 13F equity value

Holder Rank

#815

of 2,304 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carmel Capital Partners, LLC holds $7,644,849 across 5 Capital Markets names. SCHW ranks #1 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	30,862	$2,847,636
2	HOOD	Robinhood Markets, Inc.	26,147	$2,622,021
3	MS	Morgan Stanley	7,535	$1,575,116
4	JEF	Jefferies Financial Group Inc.	7,939	$396,791
5	GS	Goldman Sachs Group Inc	201	$203,285

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,847,636	30,862	-6.2%	Shares	Sole	2026-07-30
2026-03-31	$3,093,257	32,914	-5.5%	Shares	Sole	2026-04-30
2025-12-31	$3,478,966	34,821	+43.3%	Shares	Sole	2026-01-29
2025-09-30	$2,320,111	24,302	-21.8%	Shares	Sole	2025-10-30
2025-06-30	$2,837,016	31,094	+6.7%	Shares	Sole	2025-07-29
2025-03-31	$2,281,157	29,141	+2.4%	Shares	Sole	2025-05-05
2024-12-31	$2,105,658	28,451	+6.7%	Shares	Sole	2025-02-06
2024-09-30	$1,728,288	26,667	+7.4%	Shares	Sole	2024-11-01
2024-06-30	$1,830,091	24,835	+3.4%	Shares	Sole	2024-07-31
2024-03-31	$1,738,185	24,028	+1.6%	Shares	Sole	2024-04-25
2023-12-31	$1,626,844	23,646	-2.9%	Shares	Sole	2024-02-01
2023-09-30	$1,336,595	24,346	-5.2%	Shares	Sole	2023-10-27
2023-06-30	$1,455,712	25,683	+17.6%	Shares	Sole	2023-07-27
2023-03-31	$1,143,612	21,833	+50.5%	Shares	Sole	2023-04-19
2022-12-31	$1,207,936	14,508	-4.1%	Shares	Sole	2023-01-17
2022-09-30	$1,087,321	15,129	+3.5%	Shares	Sole	2022-10-14
2022-06-30	$923,881	14,623	+3.0%	Shares	Sole	2022-07-11
2022-03-31	$1,196,611	14,193	-23.8%	Shares	Sole	2022-04-18
2021-12-31	$1,566,362	18,625	—	Shares	Sole	2022-01-31
No filing history on record for this holder in this stock.