O'ROURKE & COMPANY, Inc

Position in SCHW — Schwab Charles Corp

CIK 1911468 BOSTON, MA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$985,074

-$49,551 QoQ

Shares Held

10,676

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#1,221

of 2,304 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

O'ROURKE & COMPANY, Inc holds $6,520,309 across 6 Capital Markets names. SCHW ranks #2 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,239	$3,275,827
2	SCHW	Schwab Charles Corp This page	10,676	$985,074
3	EVR	Evercore Inc.	2,604	$889,109
4	MS	Morgan Stanley	2,951	$616,877
5	MC	Moelis & Co	6,413	$419,538
6	LAZ	Lazard, Inc.	7,961	$333,884

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$985,074	10,676	-3.0%	Shares	Sole	2026-08-14
2026-03-31	$1,034,625	11,009	-1.6%	Shares	Sole	2026-05-14
2025-12-31	$1,118,292	11,193	-0.8%	Shares	Sole	2026-01-28
2025-09-30	$1,077,283	11,284	-6.4%	Shares	Sole	2025-10-22
2025-06-30	$1,100,080	12,057	-5.3%	Shares	Sole	2025-07-18
2025-03-31	$996,347	12,728	-1.8%	Shares	Sole	2025-05-08
2024-12-31	$959,021	12,958	+1.1%	Shares	Sole	2025-02-13
2024-09-30	$830,604	12,816	-0.3%	Shares	Sole	2024-10-28
2024-06-30	$947,432	12,857	-2.9%	Shares	Sole	2024-07-18
2024-03-31	$957,998	13,243	+8.3%	Shares	Sole	2024-04-18
2023-12-31	$841,080	12,225	+27.0%	Shares	Sole	2024-01-24
2023-09-30	$528,632	9,629	+16.5%	Shares	Sole	2023-11-13
2023-06-30	$468,460	8,265	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.