TANDEM CAPITAL MANAGEMENT CORP /ADV

Position in SCHW — Schwab Charles Corp

CIK 873759 WOODCLIFF LAKE, NJ

Position in SCHW

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

Position Value

$4,316,206

-$105,365 QoQ

Shares Held

46,778

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.98%

of 13F equity value

Holder Rank

#684

of 2,301 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

TANDEM CAPITAL MANAGEMENT CORP /ADV holds $6,684,098 across 4 Capital Markets names. SCHW ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	46,778	$4,316,206
2	MS	Morgan Stanley	7,916	$1,654,760
3	GS	Goldman Sachs Group Inc	416	$420,729
4	XP	XP Inc.	17,983	$292,403

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,316,206	46,778	-0.6%	Shares	Sole	2026-08-11
2026-03-31	$4,421,571	47,048	-4.5%	Shares	Sole	2026-04-16
2025-12-31	$4,921,766	49,262	-0.1%	Shares	Sole	2026-01-23
2025-09-30	$4,708,484	49,319	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$4,504,427	49,369	-0.4%	Shares	Sole	2025-07-24
2025-03-31	$3,878,852	49,551	0.0%	Shares	Sole	2025-04-22
2024-12-31	$3,667,269	49,551	+0.0%	Shares	Sole	2025-01-27
2024-09-30	$3,210,492	49,537	+0.3%	Shares	Sole	2024-10-25
2024-06-30	$3,639,328	49,387	+0.7%	Shares	Sole	2024-07-08
2024-03-31	$3,549,362	49,065	+8.8%	Shares	Sole	2024-05-16
2023-12-31	$3,102,260	45,091	+17.9%	Shares	Sole	2024-02-02
2023-09-30	$2,100,364	38,258	+38.6%	Shares	Sole	2023-10-30
2023-06-30	$1,564,424	27,601	+71.5%	Shares	Sole	2023-08-15
2023-03-31	$843,160	16,097	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.