Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$598,832
+$4,785 QoQ
Shares Held
6,490
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,429
of 2,304 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bryn Mawr Trust Advisors, LLC holds $7,089,192 across 3 Capital Markets names. SCHW ranks #3 (8.4% of the industry book) .
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,832 | 6,490 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $594,047 | 6,321 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $636,726 | 6,373 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $521,552 | 5,463 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $500,816 | 5,489 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $421,302 | 5,382 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $355,692 | 4,806 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||