Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$276,625
+$19,872 QoQ
Shares Held
2,998
+9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,794
of 2,304 holders
Holding Since
Mar 2021
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sunflower Bank, N.A. holds $1,092,655 across 3 Capital Markets names. SCHW ranks #3 (25.3% of the industry book) .
All Filings in SCHW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,625 | 2,998 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $256,753 | 2,732 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $272,754 | 2,730 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $258,437 | 2,707 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $238,318 | 2,612 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $211,434 | 2,701 | Shares | Sole | 2025-04-14 | |
| 2022-03-31 | $281,932 | 3,344 | Shares | Sole | 2022-09-13 | |
| 2021-12-31 | $292,583 | 3,479 | Shares | Sole | 2022-09-13 | |
| 2021-09-30 | $280,069 | 3,845 | Shares | Sole | 2022-09-12 | |
| 2021-06-30 | $272,455 | 3,742 | Shares | Sole | 2021-09-10 | |
| 2021-03-31 | $227,738 | 3,494 | Shares | Sole | 2021-09-13 | |
| No filing history on record for this holder in this stock. | ||||||