ADIRONDACK TRUST CO

Bank

Position in SCHW — Schwab Charles Corp

CIK 1054257 SARATOGA SPRINGS, NY

Position in SCHW

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$15,224

-$282 QoQ

Shares Held

165

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,187

of 2,304 holders

Holding Since

Mar 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ADIRONDACK TRUST CO holds $1,252,056 across 5 Capital Markets names. SCHW ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	5,429	$1,134,878
2	IBKR	Interactive Brokers Group, Inc.	1,000	$87,040
3	SCHW	Schwab Charles Corp This page	165	$15,224
4	GS	Goldman Sachs Group Inc	12	$12,136
5	MARA	MARA Holdings, Inc.	200	$2,778

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,224	165	0.0%	Shares	Sole	2026-07-16
2026-03-31	$15,506	165	0.0%	Shares	Sole	2026-04-03
2025-12-31	$16,485	165	0.0%	Shares	Sole	2026-01-08
2025-09-30	$15,752	165	-44.1%	Shares	Sole	2025-10-20
2025-06-30	$26,915	295	0.0%	Shares	Sole	2025-07-11
2025-03-31	$23,092	295	+78.8%	Shares	Sole	2025-04-03
2024-12-31	$12,211	165	0.0%	Shares	Sole	2025-01-17
2024-09-30	$10,693	165	0.0%	Shares	Sole	2024-10-08
2024-06-30	$12,158	165	-4.6%	Shares	Sole	2024-07-09
2024-03-31	$12,514	173	+4.8%	Shares	Sole	2024-04-09
2023-12-31	$11,352	165	+153.8%	Shares	Sole	2024-03-29
2020-06-30	$2,193	65	-64.9%	Shares	Sole	2020-08-19
2020-03-31	$6,219	185	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.