Position in SCHW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$192,659
-$17,668 QoQ
Shares Held
2,088
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#791
of 965 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, 2026TrustBank holds $987,950 across 4 Capital Markets names. SCHW ranks #3 (19.5% of the industry book) .
All Filings in SCHW
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $192,659 | 2,088 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $210,327 | 2,238 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $235,787 | 2,360 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||