Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$922
New position
Shares Held
10
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,289
of 2,304 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 100%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mechanics Financial Corp holds $1,651,293 across 3 Capital Markets names. SCHW ranks #3 (0.1% of the industry book) .
All Filings in SCHW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $922 | 10 | Shares | Defined | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||