Nilsine Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1913043 GREENWOOD VILLAGE, CO

Position in SCHW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$767,594

-$87,248 QoQ

Shares Held

8,319

-8.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,325

of 2,304 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Nilsine Partners, LLC holds $12,666,875 across 5 Capital Markets names. SCHW ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	8,493	$8,589,565
2	MS	Morgan Stanley	13,538	$2,829,983
3	SCHW	Schwab Charles Corp This page	8,319	$767,594
4	IREN	IREN Ltd	6,000	$274,380
5	HLI	Houlihan Lokey, Inc.	1,531	$205,353

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$767,594	8,319	-8.5%	Shares	Sole	2026-07-24
2026-03-31	$854,842	9,096	-7.0%	Shares	Sole	2026-04-29
2025-12-31	$977,019	9,779	+3.3%	Shares	Sole	2026-01-15
2025-09-30	$904,005	9,469	+5.1%	Shares	Sole	2025-10-06
2025-06-30	$821,798	9,007	-1.6%	Shares	Sole	2025-07-31
2025-03-31	$716,418	9,152	-21.5%	Shares	Sole	2025-04-22
2024-12-31	$863,400	11,666	-21.3%	Shares	Sole	2025-01-22
2024-09-30	$960,484	14,820	-4.6%	Shares	Sole	2024-10-30
2024-06-30	$1,144,332	15,529	+0.7%	Shares	Sole	2024-07-31
2024-03-31	$1,116,061	15,428	+0.6%	Shares	Sole	2024-04-22
2023-12-31	$1,054,979	15,334	-3.7%	Shares	Sole	2024-01-24
2023-09-30	$873,953	15,919	-4.9%	Shares	Sole	2023-11-01
2023-06-30	$948,426	16,733	+108.3%	Shares	Sole	2023-07-21
2023-03-31	$420,768	8,033	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.