Stonebridge Financial Group, LLC / MO
Position in SCHW — Schwab Charles Corp
CIK 2109198
ST. LOUIS, MO
Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$289,727
-$4,336 QoQ
Shares Held
3,140
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,772
of 2,303 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Stonebridge Financial Group, LLC / MO holds $955,881 across 3 Capital Markets names. SCHW ranks #2 (30.3% of the industry book) .
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,727 | 3,140 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $294,063 | 3,129 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $317,513 | 3,178 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||