Position in SCHW
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$65,972
-$295,756 QoQ
Shares Held
715
-81.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,054
of 2,304 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Hilltop National Bank holds $1,410,245 across 8 Capital Markets names. SCHW ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
440 | $445,002 | |
| 2 | LAZ |
Lazard, Inc.
|
7,422 | $311,277 | |
| 3 | MS |
Morgan Stanley
|
1,037 | $216,773 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,158 | $216,404 | |
| 5 | SF |
Stifel Financial Corp
|
2,011 | $140,307 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
715 | $65,972 | |
| 7 | MC |
Moelis & Co
|
150 | $9,813 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
75 | $4,697 |
All Filings in SCHW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,972 | 715 | Shares | Defined | 2026-07-02 | |
| 2026-03-31 | $361,728 | 3,849 | Shares | Defined | 2026-04-02 | |
| 2025-12-31 | $303,626 | 3,039 | Shares | Defined | 2026-01-07 | |
| 2025-09-30 | $222,922 | 2,335 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $213,136 | 2,336 | Shares | Defined | 2025-07-21 | |
| 2024-12-31 | $148,537 | 2,007 | Shares | Defined | 2025-01-10 | |
| 2024-09-30 | $132,795 | 2,049 | Shares | Defined | 2024-10-15 | |
| 2024-06-30 | $154,527 | 2,097 | Shares | Defined | 2024-07-10 | |
| 2024-03-31 | $134,190 | 1,855 | Shares | Defined | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||