Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,181,978
-$13,635 QoQ
Shares Held
12,810
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#1,139
of 2,304 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 99%
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, 2026BANK OF STOCKTON holds $4,892,948 across 3 Capital Markets names. SCHW ranks #3 (24.2% of the industry book) .
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,181,978 | 12,810 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,195,613 | 12,722 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,231,690 | 12,328 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,052,365 | 11,023 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $966,505 | 10,593 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $819,591 | 10,470 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $735,289 | 9,935 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $669,422 | 10,329 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $726,583 | 9,860 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $590,511 | 8,163 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $535,745 | 7,787 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $294,813 | 5,370 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||