Safe Harbor Fiduciary, LLC / SCHW
Safe Harbor Fiduciary, LLC’s Schwab Charles Corp Position
Does Safe Harbor Fiduciary, LLC own Schwab Charles Corp (SCHW)? Yes — 15.7K shares worth $1M (+1.41% of its 13F portfolio) as of Q1 2026, up from 15.4K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
15.7K
% of Portfolio
+1.41%
Quarters Held
2
currently held
Position History SCHW
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Safe Harbor Fiduciary, LLC’s full portfolio or all institutional holders of SCHW.