Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,982,391
-$1,359,355 QoQ
Shares Held
97,349
-11.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#523
of 2,303 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026First National Trust Co holds $23,773,098 across 5 Capital Markets names. SCHW ranks #2 (37.8% of the industry book) .
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,982,391 | 97,349 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $10,341,746 | 110,042 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $9,360,867 | 93,693 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $8,518,214 | 89,224 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $4,467,748 | 48,967 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $3,559,469 | 45,471 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||