Diversified Enterprises, LLC

Position in SCHW — Schwab Charles Corp

CIK 2037264 Wilmington, DE

Position in SCHW

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

Position Value

$340,384

-$31,588 QoQ

Shares Held

3,689

-6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,675

of 2,303 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diversified Enterprises, LLC holds $2,462,741 across 4 Capital Markets names. SCHW ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	4,733	$989,386
2	GS	Goldman Sachs Group Inc	902	$912,255
3	SCHW	Schwab Charles Corp This page	3,689	$340,384
4	HOOD	Robinhood Markets, Inc.	2,201	$220,716

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$340,384	3,689	-6.8%	Shares	Sole	2026-07-31
2026-03-31	$371,972	3,958	+19.5%	Shares	Sole	2026-05-15
2025-12-31	$331,001	3,313	+8.2%	Shares	Sole	2026-01-28
2025-09-30	$292,233	3,061	-0.5%	Shares	Sole	2025-10-10
2025-06-30	$280,563	3,075	-5.3%	Shares	Sole	2025-07-16
2025-03-31	$254,253	3,248	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.