Westmount Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 2051491 LOS ANGELES, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$451,569

+$7,514 QoQ

Shares Held

4,894

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,552

of 2,303 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Westmount Partners, LLC holds $4,723,540 across 4 Capital Markets names. SCHW ranks #4 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	27,945	$2,802,324
2	GS	Goldman Sachs Group Inc	992	$1,003,279
3	MS	Morgan Stanley	2,231	$466,368
4	SCHW	Schwab Charles Corp This page	4,894	$451,569

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,569	4,894	+3.6%	Shares	Sole	2026-07-07
2026-03-31	$444,055	4,725	+1.6%	Shares	Sole	2026-04-16
2025-12-31	$464,781	4,652	+0.2%	Shares	Sole	2026-01-15
2025-09-30	$443,171	4,642	+0.2%	Shares	Sole	2025-10-14
2025-06-30	$422,623	4,632	-0.4%	Shares	Sole	2025-07-09
2025-03-31	$364,080	4,651	-52.0%	Shares	Sole	2025-05-01
2024-12-31	$716,934	9,687	-3.7%	Shares	Sole	2025-01-13
2024-09-30	$651,599	10,054	+1.5%	Shares	Sole	2025-01-13
2024-06-30	$729,825	9,904	-0.1%	Shares	Sole	2025-01-28
2024-03-31	$717,468	9,918	-3.6%	Shares	Sole	2025-01-28
2023-12-31	$707,952	10,290	-3.9%	Shares	Sole	2025-01-28
2023-09-30	$587,979	10,710	+6.8%	Shares	Sole	2025-01-28
2023-06-30	$568,217	10,025	-1.6%	Shares	Sole	2025-01-28
2023-03-31	$533,804	10,191	+113.9%	Shares	Sole	2025-01-29
2022-12-31	$396,733	4,765	—	Shares	Sole	2025-01-28
No filing history on record for this holder in this stock.