Stablepoint Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 2011237 BRAINTREE, MA

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,163,616

-$6,247 QoQ

Shares Held

12,611

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,150

of 2,304 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stablepoint Partners, LLC holds $2,923,611 across 3 Capital Markets names. SCHW ranks #2 (39.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	11,671	$1,170,367
2	SCHW	Schwab Charles Corp This page	12,611	$1,163,616
3	GS	Goldman Sachs Group Inc	583	$589,628

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,163,616	12,611	+1.3%	Shares	Sole	2026-07-09
2026-03-31	$1,169,863	12,448	+0.8%	Shares	Sole	2026-04-30
2025-12-31	$1,233,788	12,349	+0.9%	Shares	Sole	2026-01-13
2025-09-30	$1,168,266	12,237	-3.5%	Shares	Sole	2025-11-03
2025-06-30	$1,156,649	12,677	+3.7%	Shares	Sole	2025-08-13
2025-03-31	$957,286	12,229	-2.1%	Shares	Sole	2025-04-11
2024-12-31	$924,088	12,486	+1.1%	Shares	Sole	2025-01-21
2024-09-30	$800,079	12,345	+5.3%	Shares	Sole	2024-10-11
2024-06-30	$863,720	11,721	+7.5%	Shares	Sole	2024-08-02
2024-03-31	$788,433	10,899	-6.9%	Shares	Sole	2024-04-23
2023-12-31	$805,097	11,702	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.