Vann Equity Management LLC

Position in SCHW — Schwab Charles Corp

CIK 2018412 PLANO, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$663,421

+$25,109 QoQ

Shares Held

7,190

+5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,383

of 2,301 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Vann Equity Management LLC holds $3,949,844 across 5 Capital Markets names. SCHW ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	10,338	$2,161,055
2	SCHW	Schwab Charles Corp This page	7,190	$663,421
3	GS	Goldman Sachs Group Inc	651	$658,401
4	MRX	Marex Group Ltd	3,840	$234,048
5	IBKR	Interactive Brokers Group, Inc.	2,676	$232,919

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$663,421	7,190	+5.9%	Shares	Sole	2026-08-05
2026-03-31	$638,312	6,792	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.