Leo H. Evart, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1920405 REDWOOD CITY, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$103,988

New position

Shares Held

1,127

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,020

of 2,304 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Leo H. Evart, Inc. holds $117,124 across 3 Capital Markets names. SCHW ranks #1 (88.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	1,127	$103,988
2	IREN	IREN Ltd	250	$11,432
3	HOOD	Robinhood Markets, Inc.	17	$1,704

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$103,988	1,127	—	Shares	Sole	2026-08-18
No filing history on record for this holder in this stock.