Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,227
-$171 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,218
of 2,303 holders
Holding Since
Mar 2023
13 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, 2026Avalon Trust Co holds $4,121,741 across 5 Capital Markets names. SCHW ranks #5 (0.2% of the industry book) .
All Filings in SCHW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,227 | 100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $9,398 | 100 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $672,108 | 7,040 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $638,680 | 7,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $651,289 | 8,320 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $748,981 | 10,120 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $648,100 | 10,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,031,660 | 14,000 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,012,760 | 14,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $963,200 | 14,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $768,600 | 14,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $963,560 | 17,000 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $899,888 | 17,180 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||