Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,164,122
-$356,556 QoQ
Shares Held
34,292
-8.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#781
of 2,304 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026American Trust holds $4,770,777 across 4 Capital Markets names. SCHW ranks #1 (66.3% of the industry book) .
All Filings in SCHW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,164,122 | 34,292 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,520,678 | 37,462 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,343,087 | 43,470 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,197,815 | 43,970 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $4,088,281 | 44,808 | Shares | Sole | 2025-09-03 | |
| 2025-03-31 | $3,350,540 | 42,802 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,092,063 | 41,779 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,808,735 | 43,338 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $4,136,219 | 56,130 | Shares | Sole | 2024-09-12 | |
| 2024-03-31 | $4,248,383 | 58,728 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,175,953 | 60,697 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $3,403,745 | 61,999 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,984,485 | 52,655 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,702,493 | 51,594 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $3,609,654 | 43,354 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,944,945 | 40,976 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,921,051 | 30,406 | Shares | Sole | 2022-10-03 | |
| No filing history on record for this holder in this stock. | ||||||