MassMutual Private Wealth & Trust, FSB
Position in SCHW — Schwab Charles Corp
CIK 1103653
Windsor, CT
Position in SCHW
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$690,364
-$63,543 QoQ
Shares Held
7,482
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,370
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026MassMutual Private Wealth & Trust, FSB holds $28,522,576 across 28 Capital Markets names. SCHW ranks #3 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
13,568 | $13,722,268 | |
| 2 | MS |
Morgan Stanley
|
64,118 | $13,403,226 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
7,482 | $690,364 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,184 | $219,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,056 | $91,914 | |
| 6 | EVR |
Evercore Inc.
|
234 | $79,896 | |
| 7 | SF |
Stifel Financial Corp
|
662 | $46,187 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
606 | $36,099 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,364 | 7,482 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $753,907 | 8,022 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $826,955 | 8,277 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $766,051 | 8,024 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $596,344 | 6,536 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $475,629 | 6,076 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $401,430 | 5,424 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $323,207 | 4,987 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $426,665 | 5,790 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $334,283 | 4,621 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $268,664 | 3,905 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $227,505 | 4,144 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $199,910 | 3,527 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $103,502 | 1,976 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $162,523 | 1,952 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $105,002 | 1,461 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $60,084 | 951 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $78,745 | 934 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $59,458 | 707 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $48,292 | 663 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $47,035 | 646 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $26,593 | 408 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $18,882 | 356 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $7,535 | 208 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,735 | 170 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,749 | 290 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||