Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,764,565
-$144,310 QoQ
Shares Held
105,826
+0.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#511
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026MidFirst Bank holds $34,775,712 across 8 Capital Markets names. SCHW ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
15,581 | $15,758,155 | |
| 2 | SCHW |
Schwab Charles Corp
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|
105,826 | $9,764,565 | |
| 3 | SNEX |
StoneX Group Inc.
|
63,280 | $4,999,159 | |
| 4 | MS |
Morgan Stanley
|
20,180 | $4,218,427 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
352 | $30,638 | |
| 6 | EVR |
Evercore Inc.
|
10 | $3,414 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
8 | $1,073 | |
| 8 | FUTU |
Futu Holdings Ltd
|
3 | $281 |
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,764,565 | 105,826 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,908,875 | 105,436 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,857,019 | 108,668 | Shares | Sole | 2026-02-25 | |
| No filing history on record for this holder in this stock. | ||||||