SEC 13F Intelligence

Juno Financial Group LLC / SCHW

Juno Financial Group LLC’s Schwab Charles Corp Position

Does Juno Financial Group LLC own Schwab Charles Corp (SCHW)? Yes27.6K shares worth $3M (+1.02% of its 13F portfolio) as of Q1 2026, up from 25.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
27.6K
% of Portfolio
+1.02%
Quarters Held
2
currently held

Position History SCHW

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.6K$3M+1.02%
Q4 202525.9K$3M+1.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Juno Financial Group LLC’s full portfolio or all institutional holders of SCHW.