THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Position in SCHW — Schwab Charles Corp
CIK 319933
INDIANAPOLIS, IN
Position in SCHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$180,564
-$33,138 QoQ
Shares Held
1,957
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,963
of 2,301 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. holds $1,538,136 across 10 Capital Markets names. SCHW ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
687 | $694,777 | |
| 2 | MS |
Morgan Stanley
|
2,102 | $439,364 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
1,957 | $180,564 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
2,444 | $153,022 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
334 | $44,799 | |
| 6 | IREN |
IREN Ltd
|
350 | $16,005 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
60 | $6,015 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
20 | $1,740 |
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,564 | 1,957 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $213,702 | 2,274 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $266,051 | 2,663 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $14,987 | 157 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $643,134 | 7,049 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $534,873 | 6,833 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $443,455 | 5,992 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $377,182 | 5,820 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $249,876 | 3,391 | Shares | Sole | 2024-07-05 | |
| No filing history on record for this holder in this stock. | ||||||