Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,509,352
+$143,729 QoQ
Shares Held
16,358
+12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,033
of 2,301 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUST CO OF TOLEDO NA /OH/ holds $12,302,473 across 9 Capital Markets names. SCHW ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
25,367 | $5,302,717 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,285 | $3,322,350 | |
| 3 | PJT |
PJT Partners Inc.
|
13,203 | $1,992,860 | |
| 4 | SCHW |
Schwab Charles Corp
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|
16,358 | $1,509,352 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,356 | $118,026 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
351 | $47,079 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
19 | $5,351 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
32 | $3,208 |
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,509,352 | 16,358 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,365,623 | 14,531 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,045,757 | 10,467 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $909,829 | 9,530 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $806,379 | 8,838 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $674,773 | 8,620 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $518,588 | 7,007 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $400,007 | 6,172 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $320,698 | 4,352 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $237,058 | 3,277 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||