Buttonwood Financial Advisors Inc.

Position in SCHW — Schwab Charles Corp

CIK 1904033 BALTIMORE, MD

Position in SCHW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$3,882,998

-$74,123 QoQ

Shares Held

42,083

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#716

of 2,304 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Buttonwood Financial Advisors Inc. holds $4,920,988 across 2 Capital Markets names. SCHW ranks #1 (78.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SCHW	Schwab Charles Corp This page	42,083	$3,882,998
2	LPLA	LPL Financial Holdings Inc.	3,685	$1,037,990

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,882,998	42,083	-0.1%	Shares	Sole	2026-07-13
2026-03-31	$3,957,121	42,106	-0.7%	Shares	Sole	2026-04-21
2025-12-31	$4,237,382	42,412	-1.3%	Shares	Sole	2026-02-04
2025-09-30	$4,103,205	42,979	-1.1%	Shares	Sole	2025-10-21
2025-06-30	$3,967,023	43,479	-0.9%	Shares	Sole	2025-07-15
2025-03-31	$3,433,908	43,867	-0.3%	Shares	Sole	2025-04-25
2024-12-31	$3,257,846	44,019	-1.1%	Shares	Sole	2025-01-22
2024-09-30	$2,883,202	44,487	+3.4%	Shares	Sole	2024-10-28
2024-06-30	$3,171,912	43,044	-1.7%	Shares	Sole	2024-08-08
2024-03-31	$3,167,551	43,787	+20.2%	Shares	Sole	2024-04-24
2023-12-31	$2,506,384	36,430	+6.7%	Shares	Sole	2024-01-22
2023-09-30	$1,873,901	34,133	+5.4%	Shares	Sole	2023-10-16
2023-06-30	$1,834,731	32,370	+328.8%	Shares	Sole	2023-07-10
2023-03-31	$395,416	7,549	+120.7%	Shares	Sole	2023-04-10
2022-12-31	$284,832	3,421	+16.8%	Shares	Sole	2023-01-13
2022-09-30	$210,507	2,929	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.