KEYBANK NATIONAL ASSOCIATION/OH
BankPosition in SCHW — Schwab Charles Corp
CIK 1089877
BROOKLYN, OH
Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,655,850
-$328,379 QoQ
Shares Held
50,459
-4.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#665
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 35%
Shared 43%
None 21%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $81,564,970 across 14 Capital Markets names. SCHW ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
237,589 | $49,665,604 | |
| 2 | GS |
Goldman Sachs Group Inc
|
20,424 | $20,656,219 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
50,459 | $4,655,850 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,108 | $2,116,709 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
9,767 | $850,119 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
2,203 | $620,541 | |
| 7 | LAZ |
Lazard, Inc.
|
12,589 | $527,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
54,894 | $481,968 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,655,850 | 50,459 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $4,984,229 | 53,035 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $5,233,485 | 52,382 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,854,362 | 50,847 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $4,573,952 | 50,131 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $3,883,313 | 49,608 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $4,667,218 | 63,062 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $4,122,952 | 63,616 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $4,647,701 | 63,071 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $4,586,210 | 63,398 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,328,483 | 62,914 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,401,713 | 61,962 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $3,630,523 | 64,053 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,343,467 | 63,831 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $3,674,513 | 44,133 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $3,206,766 | 44,619 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $2,653,432 | 41,998 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $3,512,185 | 41,658 | Shares | Defined | 2022-04-28 | |
| 2021-12-31 | $3,257,697 | 38,736 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $2,646,422 | 36,332 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $2,508,012 | 34,446 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,191,741 | 33,626 | Shares | Defined | 2021-09-03 | |
| 2020-12-31 | $1,804,048 | 34,013 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,195,734 | 33,004 | Shares | Defined | 2020-10-29 | |
| 2020-06-30 | $1,121,045 | 33,226 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $1,197,813 | 35,628 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||