Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$694,608
-$33,455 QoQ
Shares Held
7,528
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,369
of 2,304 holders
Holding Since
Mar 2024
10 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, 2026LCNB CORP holds $1,147,388 across 2 Capital Markets names. SCHW ranks #1 (60.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
7,528 | $694,608 | |
| 2 | MS |
Morgan Stanley
|
2,166 | $452,780 |
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $694,608 | 7,528 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $728,063 | 7,747 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $778,099 | 7,788 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $726,431 | 7,609 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $694,245 | 7,609 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $533,008 | 6,809 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $496,533 | 6,709 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $446,022 | 6,882 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $507,134 | 6,882 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $502,328 | 6,944 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||