Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$206,131
-$3,820 QoQ
Shares Held
2,234
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,935
of 2,304 holders
Holding Since
Dec 2024
7 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, 2026BankPlus Trust Department holds $5,433,574 across 7 Capital Markets names. SCHW ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,683 | $2,713,505 | |
| 2 | MS |
Morgan Stanley
|
11,990 | $2,506,389 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
2,234 | $206,131 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
250 | $3,327 | |
| 5 | MARA |
MARA Holdings, Inc.
|
200 | $2,778 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
50 | $1,369 | |
| 7 | BTBT |
Bit Digital, Inc
|
42 | $75 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,131 | 2,234 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $209,951 | 2,234 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $223,198 | 2,234 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $213,279 | 2,234 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $203,830 | 2,234 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $176,912 | 2,260 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $165,338 | 2,234 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||