Position in SCHW
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$10,913,603
-$415,685 QoQ
Shares Held
118,279
-1.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#491
of 2,303 holders
Holding Since
Jun 2021
20 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, 2026Glenview Trust Co holds $118,334,816 across 3 Capital Markets names. SCHW ranks #2 (9.2% of the industry book) .
All Filings in SCHW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,913,603 | 118,279 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $11,329,288 | 120,550 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,226,086 | 122,371 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,441,029 | 119,839 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,435,847 | 114,378 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $7,625,545 | 103,034 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,654,431 | 102,676 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,856,164 | 106,611 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,390,108 | 102,158 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,268,367 | 91,110 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,194,356 | 58,185 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,384,130 | 42,063 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,377,698 | 26,302 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $935,093 | 11,231 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $737,889 | 10,267 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $629,525 | 9,964 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $798,415 | 9,470 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $729,147 | 8,670 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $230,902 | 3,170 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $311,844 | 4,283 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||