First Business Financial Services, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1521951
MADISON, WI
Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$278,101
+$7,345 QoQ
Shares Held
3,014
+4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,791
of 2,303 holders
Holding Since
Mar 2022
18 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 Business Financial Services, Inc. holds $1,097,738 across 3 Capital Markets names. SCHW ranks #3 (25.3% 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 | $278,101 | 3,014 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $270,756 | 2,881 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $287,840 | 2,881 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $375,292 | 3,931 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $358,664 | 3,931 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $307,718 | 3,931 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $290,933 | 3,931 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $254,768 | 3,931 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $366,681 | 4,976 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $292,325 | 4,041 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $278,020 | 4,041 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $227,889 | 4,151 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $226,379 | 3,994 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $209,205 | 3,994 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $317,636 | 3,815 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $867,327 | 12,068 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $209,441 | 3,315 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $238,007 | 2,823 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||