Position in SCHW
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$99,242
-$45,863 QoQ
Shares Held
1,096
-29.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,024
of 2,304 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EASTERN BANK holds $24,921,890 across 11 Capital Markets names. SCHW ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
70,264 | $14,687,986 | |
| 2 | GS |
Goldman Sachs Group Inc
|
9,678 | $9,788,038 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
1,500 | $150,420 | |
| 4 | SCHW |
Schwab Charles Corp
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|
1,096 | $99,242 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,130 | $98,355 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
679 | $33,936 | |
| 7 | NMR |
Nomura Holdings Inc
|
3,532 | $31,010 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
50 | $14,084 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,242 | 1,096 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $145,105 | 1,544 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $545,708 | 5,462 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $187,789 | 1,967 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $154,013 | 1,688 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $188,341 | 2,406 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $171,480 | 2,317 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $109,463 | 1,689 | Shares | Defined | 2024-10-21 | |
| 2024-03-31 | $213,402 | 2,950 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $202,959 | 2,950 | Shares | Sole | 2024-01-25 | |
| 2022-12-31 | $280,003 | 3,363 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $241,698 | 3,363 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $212,473 | 3,363 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $285,557 | 3,387 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $302,339 | 3,595 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $264,772 | 3,635 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $283,376 | 3,892 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $281,772 | 4,323 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $325,293 | 6,133 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $448,889 | 12,390 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $784,117 | 23,240 | Shares | Sole | 2020-09-01 | |
| 2020-03-31 | $11,143,482 | 331,454 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||