TIAA Wealth Investment Management LLC

Position in SCHW — Schwab Charles Corp

CIK 2124867 New York, NY

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$522,709

+$62,771 QoQ

Shares Held

5,665

+15.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,493

of 2,304 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Jun 30, 2026

TIAA Wealth Investment Management LLC holds $33,794,148 across 4 Capital Markets names. SCHW ranks #3 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	140,357	$29,340,226
2	GS	Goldman Sachs Group Inc	3,774	$3,816,909
3	SCHW	Schwab Charles Corp This page	5,665	$522,709
4	JEF	Jefferies Financial Group Inc.	2,287	$114,304

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$522,709	5,665	+15.8%	Shares	Defined	2026-08-10
2026-03-31	$459,938	4,894	—	Shares	Defined	2026-05-12
No filing history on record for this holder in this stock.