Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$23,961,504
-$505,437 QoQ
Shares Held
259,689
-0.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#331
of 2,303 holders
Holding Since
Jun 2025
5 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, 2026Midwest Trust Co holds $74,132,913 across 6 Capital Markets names. SCHW ranks #2 (32.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
177,944 | $37,197,413 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
259,689 | $23,961,504 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
63,522 | $6,369,986 | |
| 4 | GS |
Goldman Sachs Group Inc
|
3,452 | $3,491,249 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
45,491 | $2,849,101 | |
| 6 | SF |
Stifel Financial Corp
|
3,779 | $263,660 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,961,504 | 259,689 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $24,466,941 | 260,342 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $26,214,185 | 262,378 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $25,314,538 | 265,157 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $24,802,407 | 271,837 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||