55 North Private Wealth, LLC

Position in SCHW — Schwab Charles Corp

CIK 2106457 WINTER PARK, FL

Position in SCHW

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$372,032

-$7,271 QoQ

Shares Held

4,032

-0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,636

of 2,303 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

55 North Private Wealth, LLC holds $2,174,790 across 4 Capital Markets names. SCHW ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	875	$884,948
2	MS	Morgan Stanley	3,432	$717,425
3	SCHW	Schwab Charles Corp This page	4,032	$372,032
4	NMR	Nomura Holdings Inc	22,823	$200,385

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,032	4,032	-0.1%	Shares	Sole	2026-07-07
2026-03-31	$379,303	4,036	-1.3%	Shares	Sole	2026-04-17
2025-12-31	$408,531	4,089	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.