Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$483,494
-$101,625 QoQ
Shares Held
5,240
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,523
of 2,303 holders
Holding Since
Jun 2020
25 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, 2026Ledyard National Bank holds $1,545,200 across 3 Capital Markets names. SCHW ranks #2 (31.3% of the industry book) .
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,494 | 5,240 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $585,119 | 6,226 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $622,239 | 6,228 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $517,065 | 5,416 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $494,155 | 5,416 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $342,709 | 4,378 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $322,091 | 4,352 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $278,683 | 4,300 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $317,309 | 4,306 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $311,062 | 4,300 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $295,840 | 4,300 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $236,070 | 4,300 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $243,724 | 4,300 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $225,234 | 4,300 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $577,907 | 6,941 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $769,655 | 10,709 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $698,707 | 11,059 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,042,071 | 12,360 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,072,605 | 131,660 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $10,481,092 | 143,892 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $10,709,840 | 147,093 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $9,673,624 | 148,414 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $8,713,728 | 164,286 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $5,948,241 | 164,180 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $5,392,562 | 159,827 | Shares | Sole | 2020-07-24 | |
| No filing history on record for this holder in this stock. | ||||||