Forum Financial Management, LP

Position in SCHW — Schwab Charles Corp

CIK 1911832 LOMBARD, IL

Position in SCHW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$348,965

-$4,023 QoQ

Shares Held

3,782

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,669

of 2,309 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $2,090,284 across 3 Capital Markets names. SCHW ranks #2 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	7,469	$1,561,319
2	SCHW	Schwab Charles Corp This page	3,782	$348,965
3	BTBT	Bit Digital, Inc	100,000	$180,000

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$348,965	3,782	+0.7%	Shares	Sole	2026-07-23
2026-03-31	$352,988	3,756	-81.9%	Shares	Sole	2026-04-23
2025-12-31	$2,077,828	20,797	+0.4%	Shares	Sole	2026-01-27
2025-09-30	$1,978,138	20,720	+7.1%	Shares	Sole	2025-10-24
2025-06-30	$1,764,764	19,342	+8.9%	Shares	Sole	2025-07-30
2025-03-31	$1,390,252	17,760	-9.6%	Shares	Sole	2025-05-02
2024-12-31	$1,453,260	19,636	+13.5%	Shares	Sole	2025-02-20
2024-09-30	$1,121,213	17,300	-0.8%	Shares	Sole	2024-10-29
2024-06-30	$1,285,743	17,448	+1.5%	Shares	Sole	2024-07-30
2024-03-31	$1,243,596	17,191	+5.1%	Shares	Sole	2024-05-09
2023-12-31	$1,125,361	16,357	+22.5%	Shares	Sole	2024-02-07
2023-09-30	$733,189	13,355	+1.5%	Shares	Sole	2023-11-06
2023-06-30	$745,625	13,155	-5.9%	Shares	Sole	2023-07-26
2023-03-31	$732,429	13,983	+6.9%	Shares	Sole	2023-04-19
2022-12-31	$1,088,791	13,077	+2.2%	Shares	Sole	2023-01-24
2022-09-30	$919,576	12,795	-0.3%	Shares	Sole	2022-11-07
2022-06-30	$810,978	12,836	+0.3%	Shares	Sole	2022-08-15
2022-03-31	$1,079,336	12,802	+0.6%	Shares	Sole	2022-05-16
2021-12-31	$1,070,677	12,731	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.