Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,413,718
-$411,192 QoQ
Shares Held
264,590
+0.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#329
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Busey Bank holds $64,521,103 across 3 Capital Markets names. SCHW ranks #2 (37.8% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,413,718 | 264,590 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $24,824,910 | 264,151 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $25,872,893 | 258,962 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $21,405,996 | 224,217 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $20,369,421 | 223,251 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $17,822,712 | 227,679 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,327,123 | 220,607 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $14,101,489 | 217,582 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $15,705,180 | 213,125 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $15,064,949 | 208,252 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $14,144,591 | 205,590 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $8,499,178 | 154,812 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,482,258 | 96,723 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,095,735 | 97,284 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,543,854 | 90,606 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $6,673,848 | 92,860 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $5,770,544 | 91,335 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $7,579,889 | 89,905 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $8,002,870 | 95,159 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $7,258,213 | 99,646 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,233,526 | 99,348 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $6,501,573 | 99,748 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $5,021,189 | 94,668 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $3,425,472 | 94,548 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $3,206,749 | 95,043 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $3,152,378 | 93,765 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||