Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,539,247
-$87,358 QoQ
Shares Held
16,682
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,022
of 2,303 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIRST CITIZENS BANK & TRUST CO holds $14,209,190 across 4 Capital Markets names. SCHW ranks #3 (10.8% of the industry book) .
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,539,247 | 16,682 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,626,605 | 17,308 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,793,883 | 17,955 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,640,747 | 17,186 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,622,885 | 17,787 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,462,661 | 18,685 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,618,524 | 21,869 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,412,273 | 21,791 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,559,795 | 21,167 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,469,586 | 20,315 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||