Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$116,629
-$2,161 QoQ
Shares Held
1,264
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,002
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $33,832,274 across 19 Capital Markets names. SCHW ranks #4 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,556 | $32,926,161 | |
| 2 | PIPR |
Piper Sandler Companies
|
5,240 | $379,061 | |
| 3 | MS |
Morgan Stanley
|
1,266 | $264,644 | |
| 4 | SCHW |
Schwab Charles Corp
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|
1,264 | $116,629 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
475 | $47,633 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
489 | $42,562 | |
| 7 | EVR |
Evercore Inc.
|
33 | $11,267 | |
| 8 | SF |
Stifel Financial Corp
|
133 | $9,279 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,629 | 1,264 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $118,790 | 1,264 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $121,290 | 1,214 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $114,468 | 1,199 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $109,396 | 1,199 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $153,037 | 1,955 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $134,032 | 1,811 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $117,370 | 1,811 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $133,452 | 1,811 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $131,369 | 1,816 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $124,940 | 1,816 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $104,090 | 1,896 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $119,934 | 2,116 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $286,309 | 5,466 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $83,676 | 1,005 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $70,791 | 985 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $50,228 | 795 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $65,761 | 780 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $65,598 | 780 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $56,815 | 780 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $67,786 | 931 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $48,885 | 750 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $39,780 | 750 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $21,520 | 594 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $20,041 | 594 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $18,961 | 564 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||