Barnes Dennig Private Wealth Management LLC

Position in SCHW — Schwab Charles Corp

CIK 2058270 CINCINNATI, OH

Position in SCHW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,528,866

-$259,373 QoQ

Shares Held

38,245

-5.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.62%

of 13F equity value

Holder Rank

#747

of 2,304 holders

Holding Since

Mar 2025

6 quarters on record

Financial Services · as of Jun 30, 2026

Barnes Dennig Private Wealth Management LLC holds $3,767,559 across 4 Capital Markets names. SCHW ranks #1 (93.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	38,245	$3,528,866
2	GS	Goldman Sachs Group Inc	211	$213,399
3	IBKR	Interactive Brokers Group, Inc.	281	$24,458
4	MS	Morgan Stanley	4	$836

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,528,866	38,245	-5.1%	Shares	Sole	2026-07-15
2026-03-31	$3,788,239	40,309	-3.1%	Shares	Sole	2026-04-22
2025-12-31	$4,158,254	41,620	-5.1%	Shares	Sole	2026-01-14
2025-09-30	$4,187,982	43,867	-7.6%	Shares	Sole	2025-10-23
2025-06-30	$4,329,611	47,453	+1.4%	Shares	Sole	2025-08-04
2025-03-31	$3,662,799	46,791	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.