Everest Financial Group LLC

Position in SCHW — Schwab Charles Corp

CIK 2056391 MINNEAPOLIS, MN

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,424,833

-$30,917 QoQ

Shares Held

15,442

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,063

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Everest Financial Group LLC holds $4,573,682 across 3 Capital Markets names. SCHW ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,839	$1,859,909
2	SCHW	Schwab Charles Corp This page	15,442	$1,424,833
3	MS	Morgan Stanley	6,166	$1,288,940

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,424,833	15,442	-0.3%	Shares	Sole	2026-08-10
2026-03-31	$1,455,750	15,490	-0.1%	Shares	Sole	2026-05-15
2025-12-31	$1,549,504	15,509	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.