Cornerstone Capital, Inc.

Position in SCHW — Schwab Charles Corp

CIK 819535 Palo Alto, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$12,509,966

-$288,230 QoQ

Shares Held

135,580

-0.4% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.22%

of 13F equity value

Holder Rank

#458

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Cornerstone Capital, Inc. holds $44,913,068 across 3 Capital Markets names. SCHW ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	31,729	$32,089,758
2	SCHW	Schwab Charles Corp This page	135,580	$12,509,966
3	IBKR	Interactive Brokers Group, Inc.	3,600	$313,344

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,509,966	135,580	-0.4%	Shares	Sole	2026-08-03
2026-03-31	$12,798,196	136,180	+1.3%	Shares	Sole	2026-05-12
2025-12-31	$13,426,205	134,383	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$12,814,747	134,228	-3.1%	Shares	Sole	2025-11-10
2025-06-30	$12,640,663	138,543	-5.9%	Shares	Sole	2025-08-12
2025-03-31	$11,522,972	147,202	-26.5%	Shares	Sole	2025-05-13
2024-12-31	$14,812,435	200,141	-13.8%	Shares	Sole	2025-02-13
2024-09-30	$15,042,789	232,106	-4.1%	Shares	Sole	2024-10-30
2024-06-30	$17,840,496	242,102	+0.5%	Shares	Sole	2024-08-02
2024-03-31	$17,428,586	240,926	+1.7%	Shares	Sole	2024-05-01
2023-12-31	$16,304,843	236,989	-4.3%	Shares	Sole	2024-02-02
2023-09-30	$13,593,569	247,606	+2.0%	Shares	Sole	2023-11-13
2023-06-30	$13,763,150	242,822	-2.7%	Shares	Sole	2023-08-21
2023-03-31	$13,070,276	249,528	+2.5%	Shares	Sole	2023-05-15
2022-12-31	$20,276,557	243,533	+1.7%	Shares	Sole	2023-02-13
2022-09-30	$17,201,797	239,346	+3.8%	Shares	Sole	2022-10-27
2022-06-30	$14,575,057	230,691	+3.5%	Shares	Sole	2022-08-15
2022-03-31	$18,788,146	222,846	-7.6%	Shares	Sole	2022-05-13
2021-12-31	$20,290,050	241,261	+5.5%	Shares	Sole	2022-02-11
2021-09-30	$16,657,124	228,681	+1.8%	Shares	Sole	2021-11-09
2021-06-30	$16,350,650	224,566	+4.3%	Shares	Sole	2021-08-13
2021-03-31	$14,039,511	215,396	+15.9%	Shares	Sole	2021-05-17
2020-12-31	$9,856,211	185,826	+21.8%	Shares	Sole	2021-02-12
2020-09-30	$5,528,879	152,605	+8.3%	Shares	Sole	2020-10-27
2020-06-30	$4,756,395	140,972	-11.8%	Shares	Sole	2020-08-14
2020-03-31	$5,373,215	159,822	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.