Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,232,078
-$91,231 QoQ
Shares Held
56,704
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#632
of 2,304 holders
Holding Since
Jun 2021
21 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, 2026FIRST AMERICAN BANK holds $44,969,646 across 3 Capital Markets names. SCHW ranks #2 (11.6% of the industry book) .
All Filings in SCHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,232,078 | 56,704 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,323,309 | 56,643 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,395,639 | 54,005 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,152,611 | 53,971 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,848,402 | 53,139 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,136,471 | 52,842 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $3,903,139 | 52,738 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,331,039 | 51,397 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $4,441,296 | 60,270 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,353,710 | 60,184 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $3,719,121 | 54,057 | Shares | Sole | 2024-07-31 | |
| 2023-09-30 | $2,716,287 | 49,477 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $2,894,874 | 51,074 | Shares | Sole | 2024-07-31 | |
| 2023-03-31 | $2,871,785 | 54,826 | Shares | Sole | 2024-07-31 | |
| 2022-12-31 | $5,690,571 | 68,347 | Shares | Sole | 2024-07-31 | |
| 2022-09-30 | $4,814,283 | 66,986 | Shares | Sole | 2024-07-31 | |
| 2022-06-30 | $3,952,983 | 62,567 | Shares | Sole | 2024-07-31 | |
| 2022-03-31 | $4,777,004 | 56,660 | Shares | Sole | 2024-07-31 | |
| 2021-12-31 | $3,962,119 | 47,112 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,292,586 | 45,203 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,310,698 | 31,736 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||