DIVERSIFIED MANAGEMENT INC

Position in SCHW — Schwab Charles Corp

CIK 922372 MILWAUKEE, WI

Position in SCHW

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$879,978

-$4,498,309 QoQ

Shares Held

9,537

-83.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,270

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DIVERSIFIED MANAGEMENT INC holds $2,178,371 across 4 Capital Markets names. SCHW ranks #1 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	9,537	$879,978
2	GS	Goldman Sachs Group Inc	722	$730,209
3	MS	Morgan Stanley	1,641	$343,034
4	SNEX	StoneX Group Inc.	2,850	$225,150

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$879,978	9,537	-83.3%	Shares	Sole	2026-07-10
2026-03-31	$5,378,287	57,228	+500.1%	Shares	Sole	2026-04-09
2025-12-31	$952,841	9,537	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.