Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$341,675
-$347,010 QoQ
Shares Held
3,703
-49.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,671
of 2,304 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 48%
Shared 0%
None 52%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026First Western Trust Bank holds $966,262 across 3 Capital Markets names. SCHW ranks #2 (35.4% of the industry book) .
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,675 | 3,703 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $688,685 | 7,328 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $757,716 | 7,584 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $742,851 | 7,781 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $720,521 | 7,897 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $628,666 | 8,031 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $669,938 | 9,052 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $581,539 | 8,973 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $728,057 | 9,880 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $5,925,658 | 81,914 | Shares | Other | 2024-05-16 | |
| 2023-12-31 | $5,921,340 | 86,066 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,837,677 | 88,118 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,288,130 | 93,298 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,478,424 | 104,590 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,362,217 | 100,435 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,883,492 | 95,777 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $7,815,618 | 123,704 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,176,807 | 132,568 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||