Citizens National Bank Trust Department
BankPosition in SCHW — Schwab Charles Corp
CIK 1806425
MERIDIAN, MS
Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$957,947
+$2,641 QoQ
Shares Held
10,382
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,236
of 2,309 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 88%
Shared 12%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Citizens National Bank Trust Department holds $3,694,745 across 3 Capital Markets names. SCHW ranks #2 (25.9% of the industry book) .
All Filings in SCHW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $957,947 | 10,382 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $955,306 | 10,165 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $750,324 | 7,510 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $743,233 | 7,785 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $735,850 | 8,065 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $675,165 | 8,625 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $630,935 | 8,525 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $612,778 | 9,455 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $889,069 | 12,065 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $885,441 | 12,240 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $820,096 | 11,920 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $654,408 | 11,920 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $675,625 | 11,920 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $611,798 | 11,680 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||