Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$278,470
-$14,747 QoQ
Shares Held
3,018
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,791
of 2,304 holders
Holding Since
Jun 2025
5 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, 2026MITCHELL MCLEOD PUGH & WILLIAMS INC holds $5,272,376 across 5 Capital Markets names. SCHW ranks #4 (5.3% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,470 | 3,018 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $293,217 | 3,120 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $307,522 | 3,078 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $258,437 | 2,707 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $246,895 | 2,706 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||