J.M. Arbour, LLC

Position in SCHW — Schwab Charles Corp

CIK 2099154 Gardiner, ME

Position in SCHW

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

Position Value

$214,435

-$2,094 QoQ

Shares Held

2,324

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,918

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

J.M. Arbour, LLC holds $1,736,534 across 3 Capital Markets names. SCHW ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	10,949	$763,911
2	MS	Morgan Stanley	3,627	$758,188
3	SCHW	Schwab Charles Corp This page	2,324	$214,435

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,435	2,324	+0.9%	Shares	Defined	2026-08-14
2026-03-31	$216,529	2,304	-5.0%	Shares	Sole	2026-04-21
2025-12-31	$242,380	2,426	—	Shares	Other	2026-01-26
No filing history on record for this holder in this stock.