OpenArc Corporate Advisory, LLC

Position in SCHW — Schwab Charles Corp

CIK 2111345 ATLANTA, GA

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$956,932

-$127,409 QoQ

Shares Held

10,371

-10.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,234

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

OpenArc Corporate Advisory, LLC holds $28,450,405 across 5 Capital Markets names. SCHW ranks #3 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	91,292	$19,083,679
2	GS	Goldman Sachs Group Inc	7,906	$7,995,891
3	SCHW	Schwab Charles Corp This page	10,371	$956,932
4	HOOD	Robinhood Markets, Inc.	2,091	$209,685
5	LPLA	LPL Financial Holdings Inc.	725	$204,218

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$956,932	10,371	-10.1%	Shares	Sole	2026-08-05
2026-03-31	$1,084,341	11,538	+18.1%	Shares	Sole	2026-05-11
2025-12-31	$976,320	9,772	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.