AMERICAN NATIONAL BANK & TRUST
BankPosition in SCHW — Schwab Charles Corp
CIK 1272164
WICHITA FALLS, TX
Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$13,194
+$4,736 QoQ
Shares Held
143
+58.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,197
of 2,304 holders
Holding Since
Sep 2021
18 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, 2026AMERICAN NATIONAL BANK & TRUST holds $982,622 across 9 Capital Markets names. SCHW ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,350 | $700,284 | |
| 2 | GS |
Goldman Sachs Group Inc
|
182 | $184,069 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
339 | $33,994 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
384 | $33,423 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
143 | $13,194 | |
| 6 | EVR |
Evercore Inc.
|
20 | $6,828 | |
| 7 | SF |
Stifel Financial Corp
|
82 | $5,721 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
36 | $4,828 |
All Filings in SCHW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,194 | 143 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $8,458 | 90 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,991 | 90 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $8,592 | 90 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $8,211 | 90 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $7,045 | 90 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $6,660 | 90 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,832 | 90 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $6,632 | 90 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $6,510 | 90 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $6,192 | 90 | Shares | Sole | 2024-02-08 | |
| 2023-03-31 | $33,627 | 642 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $53,452 | 642 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $46,140 | 642 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $36,644 | 580 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $48,899 | 580 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $31,958 | 380 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $27,679 | 380 | Shares | Sole | 2021-10-12 | |
| No filing history on record for this holder in this stock. | ||||||