ZWJ INVESTMENT COUNSEL INC

Position in SCHW — Schwab Charles Corp

CIK 842782 Atlanta, GA

Position in SCHW

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$220,248

-$3,988 QoQ

Shares Held

2,387

+0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,906

of 2,304 holders

Holding Since

Mar 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ZWJ INVESTMENT COUNSEL INC holds $2,941,901 across 5 Capital Markets names. SCHW ranks #5 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,904	$1,925,648
2	MS	Morgan Stanley	1,483	$310,006
3	LPLA	LPL Financial Holdings Inc.	864	$243,371
4	PIPR	Piper Sandler Companies	3,354	$242,628
5	SCHW	Schwab Charles Corp This page	2,387	$220,248

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,248	2,387	+0.0%	Shares	Sole	2026-07-16
2026-03-31	$224,236	2,386	+2.4%	Shares	Sole	2026-04-24
2025-12-31	$232,890	2,331	-2.5%	Shares	Sole	2026-01-23
2025-09-30	$228,173	2,390	+4.6%	Shares	Sole	2025-10-15
2025-06-30	$208,392	2,284	-43.2%	Shares	Sole	2025-07-21
2024-06-30	$296,307	4,021	-42.7%	Shares	Sole	2024-07-19
2024-03-31	$507,899	7,021	—	Shares	Sole	2024-04-26
No filing history on record for this holder in this stock.