Miller Global Investments, LLC

Position in SCHW — Schwab Charles Corp

CIK 2099097 DALLAS, TX

Position in SCHW

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

Position Value

$857,508

-$32,482 QoQ

Shares Held

9,470

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#1,277

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Miller Global Investments, LLC holds $1,244,742 across 4 Capital Markets names. SCHW ranks #1 (68.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	9,470	$857,508
2	GS	Goldman Sachs Group Inc	241	$243,740
3	MS	Morgan Stanley	686	$143,401
4	BMNR	Bitmine Immersion Technologies, Inc.	7	$93

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$857,508	9,470	0.0%	Shares	Sole	2026-07-01
2026-03-31	$889,990	9,470	-0.0%	Shares	Sole	2026-04-06
2025-12-31	$946,547	9,474	—	Shares	Sole	2026-01-05
No filing history on record for this holder in this stock.