Schwab Charles Corp

Allen Mooney & Barnes Investment Advisors LLC SCHW

Report date

3/31/2026

Quarter

2026 Q1

Filed

4/13/2026

Shares

150,785

Value ($000)

14,171

Weight

2.0%

2025 Q2 - 2026 Q1 (4 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q1	4/13/2026	14,171	2.0%	150,785	3/31/2026
2025 Q4	1/21/2026	14,797	2.2%	148,104	12/31/2025
2025 Q3	10/15/2025	13,932	2.2%	145,928	9/30/2025
2025 Q2	7/8/2025	16,601	2.7%	181,949	6/30/2025