Marble Wealth, LLC

Position in SCHW — Schwab Charles Corp

CIK 2110081 MONTGOMERY, AL

Position in SCHW

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

Position Value

$3,621,228

-$58,276 QoQ

Shares Held

39,246

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#741

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

Marble Wealth, LLC holds $7,852,676 across 3 Capital Markets names. SCHW ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	39,246	$3,621,228
2	GS	Goldman Sachs Group Inc	3,131	$3,166,599
3	MS	Morgan Stanley	5,094	$1,064,849

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,621,228	39,246	+0.2%	Shares	Sole	2026-08-07
2026-03-31	$3,679,504	39,152	-5.4%	Shares	Sole	2026-05-14
2025-12-31	$4,136,274	41,400	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.