New Covenant Trust Company, N.A.
BankPosition in SCHW — Schwab Charles Corp
CIK 2023097
JEFFERSONVILLE, IN
Position in SCHW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$206,592
+$128,682 QoQ
Shares Held
2,239
+107.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,934
of 2,304 holders
Holding Since
Mar 2024
2 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, 2026New Covenant Trust Company, N.A. holds $1,213,523 across 3 Capital Markets names. SCHW ranks #3 (17.0% of the industry book) .
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,592 | 2,239 | Shares | Sole | 2026-07-14 | |
| 2024-03-31 | $77,910 | 1,077 | Shares | Sole | 2024-05-17 | |
| No filing history on record for this holder in this stock. | ||||||