Stonebrook Private Inc.

Position in SCHW — Schwab Charles Corp

CIK 2008738 NORTHVILLE, MI

Position in SCHW

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

Position Value

$247,191

+$37,710 QoQ

Shares Held

2,679

+20.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,844

of 2,303 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stonebrook Private Inc. holds $1,502,967 across 3 Capital Markets names. SCHW ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	832	$841,459
2	MS	Morgan Stanley	1,982	$414,317
3	SCHW	Schwab Charles Corp This page	2,679	$247,191

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$247,191	2,679	+20.2%	Shares	Sole	2026-08-14
2026-03-31	$209,481	2,229	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.