Quattro Advisors LLC

Position in SCHW — Schwab Charles Corp

CIK 2111158 PITTSBURGH, PA

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$311,637

+$86,340 QoQ

Shares Held

3,316

+47.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Quattro Advisors LLC holds $1,086,077 across 3 Capital Markets names. SCHW ranks #2 (28.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRCL	Circle Internet Group, Inc.	6,893	$657,661
2	SCHW	Schwab Charles Corp This page	3,316	$311,637
3	STEX	Streamex Corp.	103,345	$116,779

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$311,637	3,316	+47.1%	Shares	Sole	2026-05-15
2025-12-31	$225,297	2,255	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.