DAYMARK WEALTH PARTNERS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1956824 CINCINNATI, OH

Position in SCHW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,828,673

+$83,247 QoQ

Shares Held

52,332

+3.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#655

of 2,314 holders

Holding Since

Mar 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

DAYMARK WEALTH PARTNERS, LLC holds $41,351,762 across 11 Capital Markets names. SCHW ranks #2 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	31,236	$31,591,153
2	SCHW	Schwab Charles Corp This page	52,332	$4,828,673
3	MS	Morgan Stanley	12,270	$2,564,920
4	HOOD	Robinhood Markets, Inc.	6,197	$621,435
5	JEF	Jefferies Financial Group Inc.	10,060	$502,798
6	BMNR	Bitmine Immersion Technologies, Inc.	35,159	$467,966
7	EVR	Evercore Inc.	892	$304,564
8	CRCL	Circle Internet Group, Inc.	3,646	$228,348

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,828,673	52,332	+3.6%	Shares	Sole	2026-07-31
2026-03-31	$4,745,426	50,494	+2.3%	Shares	Sole	2026-05-11
2025-12-31	$4,930,858	49,353	-0.2%	Shares	Sole	2026-01-12
2025-09-30	$4,720,896	49,449	-1.1%	Shares	Sole	2025-10-22
2025-06-30	$4,563,551	50,017	+0.6%	Shares	Sole	2025-08-04
2025-03-31	$3,890,829	49,704	-0.6%	Shares	Sole	2025-04-23
2024-12-31	$3,699,241	49,983	-2.6%	Shares	Sole	2025-01-17
2024-09-30	$3,326,502	51,327	+0.7%	Shares	Sole	2024-10-08
2024-06-30	$3,754,726	50,953	-72.7%	Shares	Sole	2024-08-14
2023-06-30	$10,573,767	186,552	+3.5%	Shares	Sole	2023-07-19
2023-03-31	$9,441,652	180,253	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.