Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$112,661
+$2,235 QoQ
Shares Held
1,221
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,004
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, 2026Crews Bank & Trust holds $1,595,268 across 4 Capital Markets names. SCHW ranks #3 (7.1% of the industry book) .
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,661 | 1,221 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $110,426 | 1,175 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $117,394 | 1,175 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $112,177 | 1,175 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $102,462 | 1,123 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $87,908 | 1,123 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $83,113 | 1,123 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||