MANCHESTER FINANCIAL INC

Position in SCHW — Schwab Charles Corp

CIK 866590 Westlake Village, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$813,083

-$15,068 QoQ

Shares Held

8,812

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,300

of 2,304 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MANCHESTER FINANCIAL INC holds $3,533,097 across 3 Capital Markets names. SCHW ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	28,659	$2,494,479
2	SCHW	Schwab Charles Corp This page	8,812	$813,083
3	GS	Goldman Sachs Group Inc	223	$225,535

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$813,083	8,812	0.0%	Shares	Sole	2026-07-17
2026-03-31	$828,151	8,812	-0.8%	Shares	Sole	2026-04-23
2025-12-31	$887,600	8,884	0.0%	Shares	Sole	2026-02-12
2025-09-30	$848,155	8,884	-0.8%	Shares	Sole	2025-10-15
2025-06-30	$817,145	8,956	-1.3%	Shares	Sole	2025-07-29
2025-03-31	$710,234	9,073	0.0%	Shares	Sole	2025-05-13
2024-12-31	$671,492	9,073	-5.4%	Shares	Sole	2025-01-30
2024-09-30	$621,333	9,587	+0.0%	Shares	Sole	2024-10-24
2024-06-30	$706,392	9,586	+15.0%	Shares	Sole	2024-07-17
2024-03-31	$603,098	8,337	+121.9%	Shares	Sole	2024-04-18
2023-12-31	$258,481	3,757	-18.9%	Shares	Sole	2024-01-25
2023-09-30	$254,187	4,630	+72.5%	Shares	Sole	2023-11-06
2021-12-31	$225,724	2,684	0.0%	Shares	Sole	2022-02-03
2021-03-31	$174,943	2,684	0.0%	Shares	Sole	2021-05-03
2020-12-31	$142,359	2,684	+16.5%	Shares	Sole	2021-01-26
2020-09-30	$83,473	2,304	0.0%	Shares	Sole	2020-10-15
2020-06-30	$77,736	2,304	0.0%	Shares	Sole	2020-07-13
2020-03-31	$77,460	2,304	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.