Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,956,893
-$3,324,960 QoQ
Shares Held
216,288
-12.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#362
of 2,309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 65%
Shared 0%
None 35%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MAIRS & POWER INC holds $59,562,949 across 3 Capital Markets names. SCHW ranks #2 (33.5% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,956,893 | 216,288 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $23,281,853 | 247,732 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,311,097 | 273,357 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,582,667 | 299,389 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,773,153 | 337,277 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $39,703,381 | 507,197 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $81,230,119 | 1,097,556 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $78,956,921 | 1,218,283 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $100,762,084 | 1,367,378 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $100,332,397 | 1,386,956 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $101,104,145 | 1,469,537 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $81,116,891 | 1,477,539 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $86,826,391 | 1,531,870 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $79,880,285 | 1,525,015 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $126,371,195 | 1,517,790 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $121,804,341 | 1,694,787 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $128,376,263 | 2,031,913 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $164,131,419 | 1,946,761 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $160,245,149 | 1,905,412 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $115,940,957 | 1,591,721 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $96,215,866 | 1,321,465 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $86,914,987 | 1,333,461 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $70,393,998 | 1,327,187 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $48,139,163 | 1,328,710 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $45,412,015 | 1,345,940 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $45,396,346 | 1,350,278 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||