MOSAIC FAMILY WEALTH PARTNERS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1965241 ST. LOUIS, MO

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$705,219

New position

Shares Held

7,643

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,366

of 2,303 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MOSAIC FAMILY WEALTH PARTNERS, LLC holds $4,243,919 across 5 Capital Markets names. SCHW ranks #3 (16.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	10,869	$2,272,055
2	GS	Goldman Sachs Group Inc	783	$791,902
3	SCHW	Schwab Charles Corp This page	7,643	$705,219
4	BMNR	Bitmine Immersion Technologies, Inc.	20,149	$268,183
5	HLI	Houlihan Lokey, Inc.	1,540	$206,560

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$705,219	7,643	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.