Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$523,631
-$18,632 QoQ
Shares Held
5,675
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,491
of 2,303 holders
Holding Since
Mar 2020
26 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, 2026INTRUST BANK NA holds $8,065,589 across 9 Capital Markets names. SCHW ranks #5 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
17,229 | $3,601,549 | |
| 2 | EVR |
Evercore Inc.
|
2,879 | $983,005 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
4,562 | $611,900 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
5,438 | $545,322 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
5,675 | $523,631 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,664 | $516,114 | |
| 7 | GS |
Goldman Sachs Group Inc
|
490 | $495,571 | |
| 8 | PJT |
PJT Partners Inc.
|
3,038 | $458,555 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,631 | 5,675 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $542,263 | 5,770 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $685,082 | 6,857 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $660,174 | 6,915 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $630,924 | 6,915 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $563,145 | 7,194 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $550,189 | 7,434 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $501,240 | 7,734 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $582,592 | 7,906 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $938,538 | 12,974 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $931,138 | 13,534 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $743,015 | 13,534 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $771,414 | 13,610 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $719,438 | 13,735 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $744,927 | 8,947 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $643,020 | 8,947 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $571,083 | 9,039 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $812,326 | 9,635 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $812,994 | 9,667 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $704,143 | 9,667 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $701,524 | 9,635 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $628,008 | 9,635 | Shares | Sole | 2021-06-02 | |
| 2020-12-31 | $518,571 | 9,777 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $392,769 | 10,841 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $490,443 | 14,536 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $630,004 | 18,739 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||