Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$741,573
-$13,744 QoQ
Shares Held
8,037
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,343
of 2,304 holders
Holding Since
Sep 2024
8 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, 2026Kennebec Savings Bank holds $1,541,151 across 2 Capital Markets names. SCHW ranks #2 (48.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,825 | $799,578 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
8,037 | $741,573 |
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $741,573 | 8,037 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $755,317 | 8,037 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $802,976 | 8,037 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $767,292 | 8,037 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $879,736 | 9,642 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $754,775 | 9,642 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $713,604 | 9,642 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $644,341 | 9,942 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||