Cache Advisors, LLC

Position in SCHW — Schwab Charles Corp

CIK 2052593 San Francisco, CA

Position in SCHW

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

Position Value

$246,822

-$4,574 QoQ

Shares Held

2,675

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,845

of 2,303 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cache Advisors, LLC holds $7,671,400 across 4 Capital Markets names. SCHW ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,868	$3,911,979
2	MS	Morgan Stanley	9,897	$2,068,868
3	HOOD	Robinhood Markets, Inc.	14,397	$1,443,731
4	SCHW	Schwab Charles Corp This page	2,675	$246,822

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,822	2,675	0.0%	Shares	Sole	2026-07-14
2026-03-31	$251,396	2,675	—	Shares	Sole	2026-04-17
No filing history on record for this holder in this stock.