Position in SCHW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$247,744
-$4,592 QoQ
Shares Held
2,685
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,839
of 2,301 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Grove Bank & Trust holds $2,712,342 across 9 Capital Markets names. SCHW ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,416 | $1,550,240 | |
| 2 | GS |
Goldman Sachs Group Inc
|
829 | $838,425 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
2,685 | $247,744 | |
| 4 | XP |
XP Inc.
|
1,384 | $22,503 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
200 | $20,056 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
278 | $17,411 | |
| 7 | IREN |
IREN Ltd
|
197 | $9,008 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
218 | $6,694 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,744 | 2,685 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $252,336 | 2,685 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $267,159 | 2,674 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $243,830 | 2,554 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $250,545 | 2,746 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $186,776 | 2,386 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $173,183 | 2,340 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $141,091 | 2,177 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $167,423 | 2,272 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $167,250 | 2,312 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $175,577 | 2,552 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $195,004 | 3,552 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $382,986 | 6,757 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $357,388 | 6,823 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $715,036 | 8,588 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $749,029 | 10,422 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $658,461 | 10,422 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,086,924 | 12,892 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,080,012 | 12,842 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $935,411 | 12,842 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $943,399 | 12,957 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $845,840 | 12,977 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $690,474 | 13,018 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $457,222 | 12,620 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $447,156 | 13,253 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $479,757 | 14,270 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||