BARLOW WEALTH PARTNERS, LLC

Position in SCHW — Schwab Charles Corp

CIK 1999928 LOUISVILLE, KY

Position in SCHW

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$22,962,312

+$31,850 QoQ

Shares Held

248,860

+2.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

2.71%

of 13F equity value

Holder Rank

#336

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BARLOW WEALTH PARTNERS, LLC holds $51,879,241 across 4 Capital Markets names. SCHW ranks #2 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HLI	Houlihan Lokey, Inc.	205,696	$27,590,004
2	SCHW	Schwab Charles Corp This page	248,860	$22,962,312
3	MS	Morgan Stanley	4,964	$1,037,674
4	GS	Goldman Sachs Group Inc	286	$289,251

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,962,312	248,860	+2.0%	Shares	Sole	2026-07-14
2026-03-31	$22,930,462	243,993	+4624.9%	Shares	Sole	2026-04-21
2025-12-31	$515,935	5,164	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.