Deseret Mutual Benefit Administrators
Position in SCHW — Schwab Charles Corp
CIK 1789351
SALT LAKE CITY, UT
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$561,001
-$30,791 QoQ
Shares Held
6,080
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,452
of 2,304 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Deseret Mutual Benefit Administrators holds $1,826,485 across 4 Capital Markets names. SCHW ranks #2 (30.7% of the industry book) .
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $561,001 | 6,080 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $591,792 | 6,297 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $314,416 | 3,147 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $299,393 | 3,136 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $262,315 | 2,875 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $225,055 | 2,875 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $178,216 | 2,408 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $166,691 | 2,572 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $194,394 | 2,638 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $132,092 | 1,826 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $70,176 | 1,020 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $61,652 | 1,123 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $66,939 | 1,181 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $60,237 | 1,150 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $95,749 | 1,150 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $137,343 | 1,911 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $135,331 | 2,142 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $154,793 | 1,836 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $175,264 | 2,084 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $171,611 | 2,356 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $267,285 | 3,671 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||