Position in SCHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$860,140
-$33,797 QoQ
Shares Held
9,322
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,276
of 2,303 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TRUST POINT INC. holds $6,368,948 across 7 Capital Markets names. SCHW ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,054 | $3,088,723 | |
| 2 | MS |
Morgan Stanley
|
6,819 | $1,425,443 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
9,322 | $860,140 | |
| 4 | MC |
Moelis & Co
|
5,513 | $360,659 | |
| 5 | SF |
Stifel Financial Corp
|
3,714 | $259,125 | |
| 6 | EVR |
Evercore Inc.
|
648 | $221,252 | |
| 7 | NMR |
Nomura Holdings Inc
|
17,495 | $153,606 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $860,140 | 9,322 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $893,937 | 9,512 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $752,321 | 7,530 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $707,050 | 7,406 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $673,533 | 7,382 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $455,041 | 5,813 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $556,480 | 7,519 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $412,645 | 6,367 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $497,111 | 6,746 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $529,021 | 7,313 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $473,825 | 6,887 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||