Southern Financial Group, LLC

Position in SCHW — Schwab Charles Corp

CIK 2140714 BIRMINGHAM, AL

Position in SCHW

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$344,997

-$9,213 QoQ

Shares Held

3,739

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#1,667

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

Southern Financial Group, LLC holds $1,686,211 across 4 Capital Markets names. SCHW ranks #3 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,926	$611,651
2	CRCL	Circle Internet Group, Inc.	7,208	$451,437
3	SCHW	Schwab Charles Corp This page	3,739	$344,997
4	GS	Goldman Sachs Group Inc	275	$278,126

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,997	3,739	-0.8%	Shares	Sole	2026-07-24
2026-03-31	$354,210	3,769	+8.8%	Shares	Sole	2026-06-18
2025-12-31	$346,088	3,464	—	Shares	Sole	2026-06-18
No filing history on record for this holder in this stock.