ROTHSCHILD INVESTMENT LLC

Position in SCHW — Schwab Charles Corp

CIK 85338 CHICAGO, IL

Position in SCHW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,485,776

+$2,055,307 QoQ

Shares Held

37,778

+148.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $16,075,704 across 43 Capital Markets names. SCHW ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	3,740	$3,782,523
2	SCHW	Schwab Charles Corp This page	37,778	$3,485,776
3	MS	Morgan Stanley	14,730	$3,079,159
4	EVR	Evercore Inc.	5,821	$1,987,522
5	JEF	Jefferies Financial Group Inc.	32,666	$1,632,646
6	MKTX	Marketaxess Holdings Inc	4,148	$470,756
7	SF	Stifel Financial Corp	6,497	$453,295
8	LAZ	Lazard, Inc.	6,693	$280,704

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,485,776	37,778	+148.2%	Shares	Sole	2026-08-06
2026-03-31	$1,430,469	15,221	+0.8%	Shares	Sole	2026-05-07
2025-12-31	$1,509,240	15,106	-0.6%	Shares	Sole	2026-02-10
2025-09-30	$1,450,189	15,190	-3.9%	Shares	Sole	2025-11-07
2025-06-30	$1,441,683	15,801	-23.1%	Shares	Sole	2025-08-11
2025-03-31	$1,608,497	20,548	-1.4%	Shares	Sole	2025-04-08
2024-12-31	$1,542,738	20,845	+0.8%	Shares	Sole	2025-02-04
2024-09-30	$1,340,076	20,677	-6.9%	Shares	Sole	2024-10-18
2024-06-30	$1,636,728	22,211	+11.7%	Shares	Sole	2024-07-31
2024-03-31	$1,438,480	19,885	-0.7%	Shares	Sole	2024-07-31
2023-12-31	$1,378,408	20,035	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.