Enterprise Financial Services Corp

Position in SCHW — Schwab Charles Corp

CIK 1025835 Clayton, MO

Position in SCHW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$259,278

-$19,560 QoQ

Shares Held

2,810

-5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,822

of 2,304 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

Enterprise Financial Services Corp holds $1,409,663 across 3 Capital Markets names. SCHW ranks #3 (18.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	3,147	$657,848
2	GS	Goldman Sachs Group Inc	487	$492,537
3	SCHW	Schwab Charles Corp This page	2,810	$259,278

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$259,278	2,810	-5.3%	Shares	Defined	2026-08-04
2026-03-31	$278,838	2,967	-32.1%	Shares	Defined	2026-05-05
2023-12-31	$300,518	4,368	-7.1%	Shares	Defined	2024-02-09
2023-09-30	$258,249	4,704	-2.4%	Shares	Defined	2023-10-31
2023-06-30	$273,197	4,820	+15.6%	Shares	Defined	2023-08-14
2023-03-31	$218,424	4,170	+46.9%	Shares	Defined	2023-05-15
2022-12-31	$236,375	2,839	+392.9%	Shares	Defined	2023-02-14
2021-06-30	$41,937	576	-48.7%	Shares	Sole	2021-08-16
2021-03-31	$73,196	1,123	+8.3%	Shares	Defined	2021-05-13
2020-12-31	$55,001	1,037	+13.7%	Shares	Defined	2021-02-12
2020-09-30	$33,041	912	-28.7%	Shares	Sole	2020-11-13
2020-06-30	$43,151	1,279	-2.4%	Shares	Sole	2020-08-04
2020-03-31	$44,041	1,310	—	Shares	Other	2020-05-15
No filing history on record for this holder in this stock.