MOODY NATIONAL BANK TRUST DIVISION
BankPosition in SCHW — Schwab Charles Corp
CIK 1092903
GALVESTON, TX
Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,773,428
-$126,283 QoQ
Shares Held
19,220
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#972
of 2,304 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $16,386,286 across 7 Capital Markets names. SCHW ranks #5 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRX |
Marex Group Ltd
|
91,388 | $5,570,098 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,884 | $2,916,790 | |
| 3 | MS |
Morgan Stanley
|
12,034 | $2,515,587 | |
| 4 | MARA |
MARA Holdings, Inc.
|
133,775 | $1,858,134 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
19,220 | $1,773,428 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
55,150 | $1,693,656 | |
| 7 | BTBT |
Bit Digital, Inc
|
32,552 | $58,593 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,773,428 | 19,220 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $1,899,711 | 20,214 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $1,947,145 | 19,489 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $2,649,768 | 27,755 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $2,202,351 | 24,138 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $1,999,427 | 25,542 | Shares | Defined | 2025-04-04 | |
| 2024-12-31 | $1,845,216 | 24,932 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $1,696,401 | 26,175 | Shares | Defined | 2024-10-03 | |
| 2024-06-30 | $2,060,003 | 27,955 | Shares | Defined | 2024-07-03 | |
| 2024-03-31 | $2,100,246 | 29,033 | Shares | Defined | 2024-04-04 | |
| 2023-12-31 | $2,129,428 | 30,951 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $3,016,645 | 54,948 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $2,158,543 | 38,083 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $1,945,287 | 37,138 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $3,095,939 | 37,184 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $2,667,382 | 37,114 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $2,300,825 | 36,417 | Shares | Defined | 2022-07-07 | |
| 2022-03-31 | $3,709,218 | 43,995 | Shares | Defined | 2022-04-12 | |
| 2021-12-31 | $4,134,439 | 49,161 | Shares | Defined | 2022-01-13 | |
| 2021-09-30 | $14,655,553 | 201,202 | Shares | Defined | 2021-10-07 | |
| 2021-03-31 | $13,148,239 | 201,722 | Shares | Defined | 2021-04-14 | |
| 2020-12-31 | $10,739,804 | 202,485 | Shares | Defined | 2021-03-04 | |
| 2020-09-30 | $7,305,597 | 201,645 | Shares | Defined | 2020-10-08 | |
| 2020-06-30 | $6,814,501 | 201,971 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $6,779,304 | 201,645 | Shares | Defined | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||