Sunrise Financial Services, LLC

Position in SCHW — Schwab Charles Corp

CIK 2110891 BURIEN, WA

Position in SCHW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$17,715

-$7,377 QoQ

Shares Held

192

-28.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,172

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

Sunrise Financial Services, LLC holds $54,901 across 3 Capital Markets names. SCHW ranks #2 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	404	$35,164
2	SCHW	Schwab Charles Corp This page	192	$17,715
3	GS	Goldman Sachs Group Inc	2	$2,022

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,715	192	-28.1%	Shares	Sole	2026-08-12
2026-03-31	$25,092	267	+39.1%	Shares	Sole	2026-04-29
2025-12-31	$19,182	192	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.