Wilmington Savings Fund Society, FSB

Position in SCHW — Schwab Charles Corp

CIK 900974 WILMINGTON, DE

Position in SCHW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,668,377

-$133,865 QoQ

Shares Held

39,757

-1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#737

of 2,304 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wilmington Savings Fund Society, FSB holds $11,623,800 across 12 Capital Markets names. SCHW ranks #1 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	39,757	$3,668,377
2	GS	Goldman Sachs Group Inc	3,456	$3,495,294
3	LAZ	Lazard, Inc.	46,085	$1,932,804
4	MS	Morgan Stanley	9,198	$1,922,749
5	HOOD	Robinhood Markets, Inc.	3,745	$375,547
6	SNEX	StoneX Group Inc.	598	$70,921
7	LPLA	LPL Financial Holdings Inc.	176	$49,575
8	IBKR	Interactive Brokers Group, Inc.	452	$39,342

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,668,377	39,757	-1.7%	Shares	Defined	2026-07-28
2026-03-31	$3,802,242	40,458	-9.3%	Shares	Defined	2026-04-30
2025-12-31	$4,455,086	44,591	-1.9%	Shares	Defined	2026-02-12
2025-09-30	$4,339,683	45,456	-38.4%	Shares	Defined	2025-11-20
2025-06-30	$6,736,522	73,833	-4.6%	Shares	Defined	2025-07-28
2025-03-31	$6,061,063	77,428	+7.0%	Shares	Defined	2025-05-08
2024-12-31	$5,355,584	72,363	-2.3%	Shares	Defined	2025-01-28
2024-09-30	$4,800,670	74,073	+69.0%	Shares	Defined	2024-11-25
2024-06-30	$3,230,274	43,836	-0.6%	Shares	Sole	2024-08-08
2024-03-31	$3,191,206	44,114	+0.4%	Shares	Sole	2024-05-15
2023-09-30	$2,412,579	43,945	+1.3%	Shares	Sole	2023-11-15
2023-06-30	$2,458,494	43,375	-2.4%	Shares	Sole	2023-08-11
2023-03-31	$2,327,976	44,444	+1.8%	Shares	Sole	2023-05-15
2022-12-31	$3,633,549	43,641	-2.9%	Shares	Sole	2023-02-13
2022-09-30	$3,228,975	44,928	-1.7%	Shares	Sole	2022-11-14
2022-06-30	$2,886,251	45,683	-4.4%	Shares	Sole	2022-08-11
2022-03-31	$4,027,066	47,765	-8.2%	Shares	Sole	2022-05-16
2021-12-31	$4,373,620	52,005	+0.7%	Shares	Sole	2022-02-10
2021-09-30	$3,762,476	51,654	-3.7%	Shares	Sole	2021-10-26
2021-06-30	$3,904,362	53,624	+0.5%	Shares	Sole	2021-07-29
2021-03-31	$3,477,221	53,348	-1.0%	Shares	Sole	2021-04-23
2020-12-31	$2,857,795	53,880	-6.0%	Shares	Sole	2021-02-11
2020-09-30	$2,075,942	57,299	+8.7%	Shares	Sole	2020-11-12
2020-06-30	$1,778,131	52,701	-44.7%	Shares	Sole	2020-08-13
2020-03-31	$3,206,171	95,365	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.