Carson Advisory Inc.

Position in SCHW — Schwab Charles Corp

CIK 1909304 ATHENS, GA

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$689,072

+$72,846 QoQ

Shares Held

7,468

+13.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,372

of 2,304 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carson Advisory Inc. holds $899,784 across 2 Capital Markets names. SCHW ranks #1 (76.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SCHW	Schwab Charles Corp This page	7,468	$689,072
2	MS	Morgan Stanley	1,008	$210,712

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$689,072	7,468	+13.9%	Shares	Sole	2026-08-11
2026-03-31	$616,226	6,557	0.0%	Shares	Sole	2026-05-07
2025-12-31	$655,109	6,557	0.0%	Shares	Sole	2026-02-12
2025-09-30	$625,996	6,557	0.0%	Shares	Sole	2025-11-06
2025-06-30	$598,260	6,557	0.0%	Shares	Sole	2025-08-05
2025-03-31	$513,281	6,557	0.0%	Shares	Sole	2025-05-02
2024-12-31	$485,283	6,557	0.0%	Shares	Sole	2025-02-13
2024-09-30	$424,959	6,557	-2.4%	Shares	Sole	2024-11-01
2024-06-30	$494,975	6,717	-26.8%	Shares	Sole	2024-08-07
2024-03-31	$663,864	9,177	-6.6%	Shares	Sole	2024-05-03
2023-12-31	$675,753	9,822	0.0%	Shares	Sole	2024-02-06
2023-09-30	$539,227	9,822	+158.3%	Shares	Sole	2023-11-09
2022-12-31	$316,637	3,803	0.0%	Shares	Sole	2023-02-08
2022-09-30	$273,321	3,803	0.0%	Shares	Sole	2022-11-07
2022-06-30	$240,273	3,803	0.0%	Shares	Sole	2022-08-03
2022-03-31	$320,630	3,803	0.0%	Shares	Sole	2022-05-03
2021-12-31	$319,832	3,803	—	Shares	Sole	2022-02-08
No filing history on record for this holder in this stock.