Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,207,555
-$363,526 QoQ
Shares Held
67,276
-3.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#588
of 2,301 holders
Holding Since
Mar 2020
23 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, 2026Citizens Business Bank holds $14,525,940 across 3 Capital Markets names. SCHW ranks #2 (42.7% of the industry book) .
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,207,555 | 67,276 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $6,571,081 | 69,920 | Shares | Other | 2026-05-01 | |
| 2025-12-31 | $7,102,700 | 71,091 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $6,698,651 | 70,165 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $6,306,051 | 69,115 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $5,241,236 | 66,955 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,872,178 | 38,808 | Principal | Defined | 2025-02-14 | |
| 2024-12-31 | $6,986,988 | 94,406 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,209,278 | 64,948 | Shares | Other | 2024-11-19 | |
| 2024-06-30 | $4,824,557 | 65,471 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,812,288 | 38,876 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 | $2,459,324 | 35,746 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $2,074,779 | 37,792 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $2,202,470 | 38,858 | Shares | Other | 2023-08-08 | |
| 2022-06-30 | $3,781,323 | 59,850 | Shares | Defined | 2022-11-18 | |
| 2022-03-31 | $4,712,929 | 55,900 | Shares | Sole | 2022-11-18 | |
| 2021-12-31 | $5,020,770 | 59,700 | Shares | Sole | 2022-11-18 | |
| 2021-09-30 | $4,931,268 | 67,700 | Shares | Defined | 2022-11-18 | |
| 2021-06-30 | $4,929,237 | 67,700 | Shares | Defined | 2022-11-18 | |
| 2021-03-31 | $4,412,686 | 67,700 | Shares | Defined | 2022-11-18 | |
| 2020-12-31 | $4,216,680 | 79,500 | Shares | Defined | 2022-11-18 | |
| 2020-09-30 | $3,086,796 | 85,200 | Shares | Sole | 2022-11-18 | |
| 2020-06-30 | $2,591,232 | 76,800 | Shares | Sole | 2022-11-18 | |
| 2020-03-31 | $2,619,266 | 77,908 | Shares | Sole | 2022-11-18 | |
| No filing history on record for this holder in this stock. | ||||||