Westerkirk Capital Inc.

Position in SCHW — Schwab Charles Corp

CIK 2080423 VICTORIA, A1

Position in SCHW

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

Position Value

$1,983,805

New position

Shares Held

21,500

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#938

of 2,304 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westerkirk Capital Inc. holds $2,900,071 across 4 Capital Markets names. SCHW ranks #1 (68.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	21,500	$1,983,805
2	GS	Goldman Sachs Group Inc	476	$481,412
3	TW	Tradeweb Markets Inc.	2,200	$219,252
4	FUTU	Futu Holdings Ltd	2,300	$215,602

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,983,805	21,500	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.