ROSS\JOHNSON & Associates LLC

Position in SCHW — Schwab Charles Corp

CIK 2056532 PLYMOUTH, MN

Position in SCHW

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

Position Value

$4,059

+$112 QoQ

Shares Held

+4.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,249

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

ROSS\JOHNSON & Associates LLC holds $5,057 across 6 Capital Markets names. SCHW ranks #1 (80.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	44	$4,059
2	EVR	Evercore Inc.	1	$341
3	MS	Morgan Stanley	1	$209
4	HOOD	Robinhood Markets, Inc.	2	$200
5	JEF	Jefferies Financial Group Inc.	3	$149
6	TW	Tradeweb Markets Inc.	1	$99

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,059	44	+4.8%	Shares	Sole	2026-08-14
2026-03-31	$3,947	42	-12.5%	Shares	Sole	2026-05-08
2025-12-31	$4,795	48	+9.1%	Shares	Sole	2026-02-12
2025-09-30	$4,200	44	0.0%	Shares	Sole	2025-11-10
2025-06-30	$4,013	44	0.0%	Shares	Sole	2025-08-15
2025-03-31	$3,444	44	+10.0%	Shares	Sole	2025-05-16
2024-12-31	$2,960	40	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.