Roxbury Financial LLC

Position in SCHW — Schwab Charles Corp

CIK 2054149 MOUNT ARLINGTON, NJ

Position in SCHW

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$20,645

-$782 QoQ

Shares Held

228

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,160

of 2,304 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Roxbury Financial LLC holds $440,522 across 6 Capital Markets names. SCHW ranks #4 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	274	$277,115
2	MS	Morgan Stanley	378	$79,017
3	LAZ	Lazard, Inc.	984	$41,268
4	SCHW	Schwab Charles Corp This page	228	$20,645
5	GLXY	Galaxy Digital Inc.	542	$14,818
6	IBKR	Interactive Brokers Group, Inc.	88	$7,659

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,645	228	0.0%	Shares	Sole	2026-07-01
2026-03-31	$21,427	228	0.0%	Shares	Sole	2026-04-17
2025-12-31	$22,779	228	+0.4%	Shares	Sole	2026-01-05
2025-09-30	$21,671	227	0.0%	Shares	Sole	2025-10-01
2025-06-30	$20,711	227	+0.4%	Shares	Sole	2025-07-07
2025-03-31	$17,691	226	+0.4%	Shares	Sole	2025-04-09
2024-12-31	$16,652	225	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.