Fortitude Family Office, LLC

Family Office

Position in SCHW — Schwab Charles Corp

CIK 1950506 SCOTTSDALE, AZ

Position in SCHW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$99,559

+$31,706 QoQ

Shares Held

1,079

+49.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#717

of 848 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortitude Family Office, LLC holds $995,371 across 28 Capital Markets names. SCHW ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	463	$468,264
2	MS	Morgan Stanley	674	$140,892
3	SCHW	Schwab Charles Corp This page	1,079	$99,559
4	IBKR	Interactive Brokers Group, Inc.	678	$59,013
5	HOOD	Robinhood Markets, Inc.	478	$47,933
6	EVR	Evercore Inc.	111	$37,899
7	SF	Stifel Financial Corp	405	$28,256
8	HLI	Houlihan Lokey, Inc.	123	$16,497

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,559	1,079	+49.4%	Shares	Sole	2026-07-20
2026-03-31	$67,853	722	+18.2%	Shares	Sole	2026-04-16
2025-12-31	$61,045	611	0.0%	Shares	Sole	2026-01-15
2025-09-30	$58,332	611	0.0%	Shares	Sole	2025-10-17
2025-06-30	$55,747	611	+1.2%	Shares	Sole	2025-07-15
2025-03-31	$47,281	604	0.0%	Shares	Sole	2025-04-16
2024-12-31	$44,702	604	+8.2%	Shares	Sole	2025-01-10
2024-09-30	$36,163	558	+43.4%	Shares	Sole	2024-10-25
2024-06-30	$28,665	389	+97.5%	Shares	Sole	2024-07-10
2024-03-31	$14,250	197	0.0%	Shares	Sole	2024-04-11
2023-12-31	$13,553	197	—	Shares	Sole	2024-01-12
No filing history on record for this holder in this stock.