Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$45,396
+$1,508 QoQ
Shares Held
492
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,091
of 2,304 holders
Holding Since
Mar 2024
7 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, 2026Trust Co holds $280,391 across 9 Capital Markets names. SCHW ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
763 | $159,497 | |
| 2 | GS |
Goldman Sachs Group Inc
|
52 | $52,591 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
492 | $45,396 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
68 | $19,154 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
50 | $1,369 | |
| 6 | SNEX |
StoneX Group Inc.
|
14 | $1,066 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
7 | $701 | |
| 8 | SF |
Stifel Financial Corp
|
6 | $418 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,396 | 492 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $43,888 | 467 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $39,564 | 396 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,622 | 17 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,551 | 17 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $1,330 | 17 | Shares | Sole | 2025-04-08 | |
| 2024-03-31 | $7,812 | 108 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||