Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$4,160,177
-$279,626 QoQ
Shares Held
45,087
-4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#693
of 2,304 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026First National Advisers, LLC holds $9,989,878 across 5 Capital Markets names. SCHW ranks #2 (41.6% of the industry book) .
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,160,177 | 45,087 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,439,803 | 47,242 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,115,991 | 51,206 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $707,719 | 7,413 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $676,362 | 7,413 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $814,112 | 10,400 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,117,551 | 15,100 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,582,595 | 24,419 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,803,489 | 24,474 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,182,425 | 30,169 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,178,827 | 31,669 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,163,663 | 39,411 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||