JACKSON THORNTON WEALTH MANAGEMENT, LLC
Position in SCHW — Schwab Charles Corp
CIK 1903880
MONTGOMERY, AL
Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$291,849
+$66,254 QoQ
Shares Held
3,163
+40.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,768
of 2,304 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $2,914,406 across 7 Capital Markets names. SCHW ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
5,192 | $1,085,335 | |
| 2 | GS |
Goldman Sachs Group Inc
|
419 | $423,763 | |
| 3 | EVR |
Evercore Inc.
|
1,165 | $397,776 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
7,280 | $363,853 | |
| 5 | SCHW |
Schwab Charles Corp
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|
3,163 | $291,849 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,340 | $233,204 | |
| 7 | NMR |
Nomura Holdings Inc
|
13,511 | $118,626 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,849 | 3,163 | Shares | Other | 2026-08-06 | |
| 2025-12-31 | $225,595 | 2,258 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $369,372 | 3,869 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||