Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$11,107,923
-$495,974 QoQ
Shares Held
120,385
-2.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#488
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $69,666,007 across 19 Capital Markets names. SCHW ranks #2 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,410 | $41,880,831 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
120,385 | $11,107,923 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
20,373 | $5,738,665 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
38,849 | $5,210,815 | |
| 5 | EVR |
Evercore Inc.
|
5,822 | $1,987,862 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
25,315 | $1,265,243 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
36,591 | $1,123,708 | |
| 8 | MS |
Morgan Stanley
|
3,999 | $835,950 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,107,923 | 120,385 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,603,897 | 123,472 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,767,898 | 117,785 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $11,562,657 | 121,113 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,754,092 | 117,866 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $8,917,265 | 113,915 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,890,363 | 25,542 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,343,511 | 20,730 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,467,978 | 19,921 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,509,446 | 20,866 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,351,851 | 19,649 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,240,465 | 22,595 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,340,311 | 23,647 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,294,833 | 24,720 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,079,750 | 24,979 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $1,767,355 | 24,591 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,543,739 | 24,434 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,094,681 | 24,845 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,831,361 | 21,776 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,586,163 | 21,776 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,723,557 | 23,672 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,429,266 | 21,928 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,360,475 | 25,650 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $978,137 | 26,998 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,013,684 | 30,044 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,737,575 | 81,427 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||