Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,777,234
-$65,754 QoQ
Shares Held
30,099
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#822
of 2,304 holders
Holding Since
Jun 2024
9 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, 2026Iowa State Bank holds $13,863,879 across 2 Capital Markets names. SCHW ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
53,036 | $11,086,645 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
30,099 | $2,777,234 |
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,777,234 | 30,099 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,842,988 | 30,251 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,023,876 | 30,266 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $2,855,125 | 29,906 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $2,775,064 | 30,415 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,369,144 | 30,265 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,209,938 | 29,860 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,845,529 | 28,476 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,521,477 | 20,647 | Shares | Sole | 2024-07-23 | |
| No filing history on record for this holder in this stock. | ||||||