LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in SCHW — Schwab Charles Corp

CIK 932974 BOSTON, MA

Position in SCHW

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

Position Value

$806,439

-$154,036 QoQ

Shares Held

8,740

-14.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,307

of 2,304 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $5,277,638 across 6 Capital Markets names. SCHW ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	20,049	$4,191,042
2	SCHW	Schwab Charles Corp This page	8,740	$806,439
3	GS	Goldman Sachs Group Inc	202	$204,296
4	TW	Tradeweb Markets Inc.	555	$55,311
5	HOOD	Robinhood Markets, Inc.	160	$16,044
6	LPLA	LPL Financial Holdings Inc.	16	$4,506

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$806,439	8,740	-14.5%	Shares	Sole	2026-07-30
2026-03-31	$960,475	10,220	0.0%	Shares	Sole	2026-04-13
2025-12-31	$1,021,080	10,220	+1.4%	Shares	Sole	2026-01-28
2025-09-30	$962,337	10,080	+9980.0%	Shares	Sole	2025-10-24
2024-03-31	$7,234	100	+426.3%	Shares	Sole	2024-04-23
2022-12-31	$1,581	19	0.0%	Shares	Sole	2023-03-02
2022-09-30	$1,365	19	0.0%	Shares	Sole	2022-10-25
2022-06-30	$1,200	19	-98.7%	Shares	Sole	2022-07-26
2022-03-31	$122,671	1,455	-24.4%	Shares	Sole	2022-04-13
2021-12-31	$161,892	1,925	-1.9%	Shares	Sole	2022-02-14
2021-09-30	$142,912	1,962	-9.5%	Shares	Sole	2021-11-12
2021-06-30	$157,852	2,168	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.