Key Capital Management, INC

Position in SCHW — Schwab Charles Corp

CIK 2107249 HENDERSONVILLE, TN 37075, TN

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,753

-$2,006 QoQ

Shares Held

-52.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,263

of 2,291 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Key Capital Management, INC holds $36,798 across 5 Capital Markets names. SCHW ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	26	$26,295
2	MS	Morgan Stanley	21	$4,389
3	LAZ	Lazard, Inc.	57	$2,390
4	LPLA	LPL Financial Holdings Inc.	7	$1,971
5	SCHW	Schwab Charles Corp This page	19	$1,753

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,753	19	-52.5%	Shares	Sole	2026-07-28
2026-03-31	$3,759	40	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.