Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,372,999
+$2,267,095 QoQ
Shares Held
25,718
+2326.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#882
of 2,309 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUST CO OF VERMONT holds $9,017,273 across 10 Capital Markets names. SCHW ranks #3 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
12,882 | $2,692,852 | |
| 2 | SNEX |
StoneX Group Inc.
|
32,217 | $2,545,143 | |
| 3 | SCHW |
Schwab Charles Corp
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|
25,718 | $2,372,999 | |
| 4 | GS |
Goldman Sachs Group Inc
|
1,285 | $1,299,610 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
450 | $45,126 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
785 | $39,234 | |
| 7 | BMNR |
Bitmine Immersion Technologies, Inc.
|
1,072 | $14,268 | |
| 8 | BGC |
BGC Group, Inc.
|
630 | $6,734 |
All Filings in SCHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,372,999 | 25,718 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $105,904 | 1,060 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $177,383 | 1,858 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $126,914 | 1,391 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $108,887 | 1,391 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $132,551 | 1,791 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $102,334 | 1,579 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $110,977 | 1,506 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $103,952 | 1,437 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $49,536 | 720 | Shares | Sole | 2024-03-08 | |
| 2023-09-30 | $39,143 | 713 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $39,676 | 700 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $33,575 | 641 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $3,413 | 41 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,946 | 41 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $2,590 | 41 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $3,868 | 46 | Shares | Sole | 2022-01-21 | |
| 2021-06-30 | $12,086 | 166 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $7,821 | 120 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $6,364 | 120 | Shares | Sole | 2021-02-03 | |
| 2020-03-31 | $304,160 | 9,047 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||