Tempo Wealth, LLC

Position in SCHW — Schwab Charles Corp

CIK 2112005 INDEPENDENCE, OH

Position in SCHW

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$269,059

New position

Shares Held

2,916

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,803

of 2,304 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Tempo Wealth, LLC holds $5,190,253 across 4 Capital Markets names. SCHW ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,975	$4,020,195
2	HOOD	Robinhood Markets, Inc.	4,872	$488,564
3	MS	Morgan Stanley	1,973	$412,435
4	SCHW	Schwab Charles Corp This page	2,916	$269,059

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,059	2,916	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.