71 West Capital Partners

Position in SCHW — Schwab Charles Corp

CIK 2111530 BOSTON, MA

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,098,197

+$237,341 QoQ

Shares Held

11,902

+29.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,171

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

71 West Capital Partners holds $7,641,489 across 4 Capital Markets names. SCHW ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,210	$3,246,497
2	MS	Morgan Stanley	14,698	$3,072,469
3	SCHW	Schwab Charles Corp This page	11,902	$1,098,197
4	HOOD	Robinhood Markets, Inc.	2,237	$224,326

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,098,197	11,902	+29.9%	Shares	Sole	2026-08-04
2026-03-31	$860,856	9,160	+44.9%	Shares	Sole	2026-05-06
2025-12-31	$631,631	6,322	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.