Bruce G. Allen Investments, LLC

Position in SCHW — Schwab Charles Corp

CIK 2005409 DENVER, CO

Position in SCHW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$164,609

-$3,239 QoQ

Shares Held

1,784

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,956

of 2,291 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $763,647 across 18 Capital Markets names. SCHW ranks #3 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,303	$272,379
2	GS	Goldman Sachs Group Inc	172	$173,955
3	SCHW	Schwab Charles Corp This page	1,784	$164,609
4	SF	Stifel Financial Corp	1,023	$71,374
5	NMR	Nomura Holdings Inc	4,870	$42,758
6	IBKR	Interactive Brokers Group, Inc.	180	$15,667
7	JEF	Jefferies Financial Group Inc.	103	$5,147
8	TW	Tradeweb Markets Inc.	41	$4,086

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$164,609	1,784	-0.1%	Shares	Sole	2026-07-31
2026-03-31	$167,848	1,786	-10.3%	Shares	Sole	2026-05-08
2025-12-31	$198,920	1,991	-6.3%	Shares	Sole	2026-02-10
2025-09-30	$202,778	2,124	-9.3%	Shares	Sole	2025-10-30
2025-06-30	$213,775	2,343	-26.4%	Shares	Sole	2025-07-09
2025-03-31	$249,243	3,184	+9.5%	Shares	Sole	2025-04-14
2024-12-31	$215,147	2,907	-3.4%	Shares	Sole	2025-01-10
2024-09-30	$195,078	3,010	+8.8%	Shares	Sole	2024-10-08
2024-06-30	$203,826	2,766	+3.4%	Shares	Sole	2024-07-12
2024-03-31	$193,581	2,676	+8.1%	Shares	Sole	2024-04-10
2023-12-31	$170,348	2,476	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.