Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$742,035
-$13,752 QoQ
Shares Held
8,042
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,342
of 2,304 holders
Holding Since
Mar 2020
16 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, 2026MITCHELL SINKLER & STARR/PA holds $1,022,378 across 2 Capital Markets names. SCHW ranks #1 (72.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
8,042 | $742,035 | |
| 2 | TW |
Tradeweb Markets Inc.
|
2,813 | $280,343 |
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,035 | 8,042 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $755,787 | 8,042 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $803,476 | 8,042 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $767,769 | 8,042 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $742,876 | 8,142 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $637,355 | 8,142 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $587,787 | 7,942 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $540,645 | 8,342 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $595,562 | 8,082 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $588,992 | 8,142 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $893,436 | 12,986 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $637,169 | 11,606 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $577,059 | 10,181 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $481,948 | 9,201 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $234,293 | 2,814 | Shares | Sole | 2023-02-14 | |
| 2020-03-31 | $228,447 | 6,795 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||