OGOREK ANTHONY JOSEPH /NY/ /ADV

Position in SCHW — Schwab Charles Corp

CIK 714364 WILLIAMSVILLE, NY

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

-$18,040 QoQ

Shares Held

-72.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,304

of 2,304 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OGOREK ANTHONY JOSEPH /NY/ /ADV holds $289,255 across 6 Capital Markets names. SCHW ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	875	$182,910
2	GS	Goldman Sachs Group Inc	101	$102,148
3	HOOD	Robinhood Markets, Inc.	21	$2,105
4	IBKR	Interactive Brokers Group, Inc.	24	$2,088
5	SCHW	Schwab Charles Corp This page	53	$4
6	LPLA	LPL Financial Holdings Inc.	0	$0

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4	53	-72.4%	Shares	Sole	2026-08-07
2026-03-31	$18,044	192	+0.5%	Shares	Sole	2026-05-12
2025-12-31	$19,082	191	-15.1%	Shares	Sole	2026-01-23
2025-09-30	$21,480	225	+3.7%	Shares	Sole	2025-11-04
2025-06-30	$19,799	217	0.0%	Shares	Sole	2025-08-08
2025-03-31	$16,986	217	—	Shares	Sole	2025-05-09
No filing history on record for this holder in this stock.