Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$841,779
-$56,669 QoQ
Shares Held
9,123
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,284
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Independence Bank of Kentucky holds $5,012,338 across 3 Capital Markets names. SCHW ranks #3 (16.8% of the industry book) .
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $841,779 | 9,123 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $898,448 | 9,560 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,017,583 | 10,185 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,015,705 | 10,639 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,253,181 | 13,735 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,162,849 | 14,855 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,177,869 | 15,915 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,064,828 | 16,430 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $801,378 | 10,875 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $836,612 | 11,565 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $807,712 | 11,740 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $651,937 | 11,875 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $641,901 | 11,325 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $580,108 | 11,075 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $27,059 | 325 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $23,357 | 325 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $20,533 | 325 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $27,400 | 325 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $27,332 | 325 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $23,673 | 325 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $23,663 | 325 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $58,987 | 905 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $58,609 | 1,105 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $117,928 | 3,255 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $113,197 | 3,355 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $114,476 | 3,405 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||