Allen Mooney & Barnes Investment Advisors LLC

Position in SCHW — Schwab Charles Corp

CIK 2001461 Thomasville, GA

Position in SCHW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$13,423,255

-$747,519 QoQ

Shares Held

145,478

-3.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

2.32%

of 13F equity value

Holder Rank

#442

of 2,304 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Allen Mooney & Barnes Investment Advisors LLC holds $15,967,852 across 3 Capital Markets names. SCHW ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	145,478	$13,423,255
2	GS	Goldman Sachs Group Inc	2,059	$2,082,410
3	MS	Morgan Stanley	2,211	$462,187

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,423,255	145,478	-3.5%	Shares	Sole	2026-07-13
2026-03-31	$14,170,774	150,785	+1.8%	Shares	Sole	2026-04-13
2025-12-31	$14,797,070	148,104	+1.5%	Shares	Sole	2026-01-21
2025-09-30	$13,931,746	145,928	-19.8%	Shares	Sole	2025-10-15
2025-06-30	$16,601,026	181,949	-0.8%	Shares	Sole	2025-07-08
2025-03-31	$14,363,518	183,489	+2.2%	Shares	Sole	2025-04-16
2024-12-31	$13,287,015	179,530	+1.5%	Shares	Sole	2025-01-14
2024-09-30	$11,465,018	176,902	-1.9%	Shares	Sole	2024-10-15
2024-06-30	$13,285,717	180,292	+0.7%	Shares	Sole	2024-07-12
2024-03-31	$12,949,438	179,008	+0.1%	Shares	Sole	2024-04-12
2023-12-31	$12,298,894	178,763	+2.2%	Shares	Sole	2024-01-22
2023-09-30	$9,598,496	174,836	+4.9%	Shares	Sole	2023-11-21
2023-06-30	$9,450,483	166,734	+2365.4%	Shares	Sole	2024-05-23
2023-03-31	$354,245	6,763	-10.6%	Shares	Sole	2024-05-23
2022-12-31	$629,612	7,562	+0.0%	Shares	Sole	2024-05-23
2022-09-30	$543,409	7,561	-1.0%	Shares	Sole	2024-05-23
2022-06-30	$482,695	7,640	+0.0%	Shares	Sole	2024-05-23
2022-03-31	$643,959	7,638	—	Shares	Sole	2024-05-23
No filing history on record for this holder in this stock.