Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,581,482
-$146,275 QoQ
Shares Held
49,653
-1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#168
of 915 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 46%
Shared 0%
None 54%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $24,819,422 across 14 Capital Markets names. SCHW ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
8,398 | $8,493,485 | |
| 2 | MS |
Morgan Stanley
|
29,247 | $6,113,792 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
49,653 | $4,581,482 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
8,942 | $2,518,782 | |
| 5 | EVR |
Evercore Inc.
|
1,677 | $572,594 | |
| 6 | WULF |
Terawulf Inc.
|
19,501 | $481,674 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
4,472 | $448,451 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
15,352 | $420,337 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,581,482 | 49,653 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,727,757 | 50,306 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,112,594 | 51,172 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,921,191 | 51,547 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $4,857,891 | 53,243 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,513,389 | 57,657 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,019,409 | 54,309 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $3,600,713 | 55,558 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $2,498,975 | 33,912 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $2,412,466 | 33,349 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $2,123,787 | 30,869 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $1,790,289 | 32,610 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,556,262 | 27,457 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,473,239 | 28,126 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,427,362 | 29,154 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $1,893,990 | 26,353 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,486,056 | 23,521 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,800,861 | 21,360 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $1,729,096 | 20,560 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,457,746 | 20,013 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,386,739 | 19,046 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,191,490 | 18,280 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $781,650 | 14,737 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $278,137 | 7,677 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $296,608 | 8,791 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $209,116 | 6,220 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||