Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$115,337
+$29,064 QoQ
Shares Held
1,250
+36.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,003
of 2,304 holders
Holding Since
Sep 2022
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, 2026Community Bank, N.A. holds $4,283,699 across 3 Capital Markets names. SCHW ranks #3 (2.7% of the industry book) .
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,337 | 1,250 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $86,273 | 918 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $91,717 | 918 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $87,641 | 918 | Shares | Sole | 2025-11-14 | |
| 2022-09-30 | $1,149 | 16 | Shares | Sole | 2022-10-28 | |
| No filing history on record for this holder in this stock. | ||||||