DAYMARK WEALTH PARTNERS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1956824 CINCINNATI, OH

Position in SCHW

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$4,745,426

-$185,432 QoQ

Shares Held

50,494

+2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

DAYMARK WEALTH PARTNERS, LLC holds $34,856,031 across 11 Capital Markets names. SCHW ranks #2 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	30,919	$26,157,164
2	SCHW	Schwab Charles Corp This page	50,494	$4,745,426
3	MS	Morgan Stanley	8,947	$1,472,407
4	BMNR	Bitmine Immersion Technologies, Inc.	23,266	$460,201
5	JEF	Jefferies Financial Group Inc.	10,054	$414,928
6	HOOD	Robinhood Markets, Inc.	5,918	$410,117
7	SF	Stifel Financial Corp	4,840	$357,772
8	CRCL	Circle Internet Group, Inc.	3,457	$329,832

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.