MJP ASSOCIATES INC /ADV

Position in SCHW — Schwab Charles Corp

CIK 715113 FARMINGTON, CT

Position in SCHW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$240,178

-$20,522 QoQ

Shares Held

2,603

-6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,868

of 2,304 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MJP ASSOCIATES INC /ADV holds $1,887,757 across 4 Capital Markets names. SCHW ranks #4 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	3,590	$750,453
2	GS	Goldman Sachs Group Inc	636	$643,231
3	IBKR	Interactive Brokers Group, Inc.	2,917	$253,895
4	SCHW	Schwab Charles Corp This page	2,603	$240,178

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,178	2,603	-6.2%	Shares	Sole	2026-08-11
2026-03-31	$260,700	2,774	-61.6%	Shares	Sole	2026-05-05
2025-12-31	$722,249	7,229	+4.7%	Shares	Sole	2026-02-06
2025-09-30	$658,933	6,902	-2.8%	Shares	Sole	2025-11-07
2025-06-30	$647,621	7,098	+164.1%	Shares	Sole	2025-08-08
2025-03-31	$210,416	2,688	—	Shares	Sole	2025-04-30
No filing history on record for this holder in this stock.