Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,405,984
-$234,841 QoQ
Shares Held
47,751
-3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#680
of 2,304 holders
Holding Since
Sep 2024
8 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, 2026Florida Trust Wealth Management Co holds $36,702,181 across 4 Capital Markets names. SCHW ranks #3 (12.0% of the industry book) .
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,405,984 | 47,751 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $4,640,825 | 49,381 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,656,106 | 36,594 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $2,473,722 | 25,911 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $998,894 | 10,948 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $280,085 | 3,578 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $344,960 | 4,661 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $200,586 | 3,095 | Shares | Defined | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||