Lewis Asset Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 2004520 LAFAYETTE, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$300,892

New position

Shares Held

3,261

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,742

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

Lewis Asset Management, LLC holds $3,468,302 across 3 Capital Markets names. SCHW ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,520	$2,548,652
2	MS	Morgan Stanley	2,960	$618,758
3	SCHW	Schwab Charles Corp This page	3,261	$300,892

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,892	3,261	—	Shares	Sole	2026-07-21
No filing history on record for this holder in this stock.