Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,020,066
-$47,869 QoQ
Shares Held
21,893
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#930
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 20261ST SOURCE BANK holds $5,728,967 across 3 Capital Markets names. SCHW ranks #2 (35.3% of the industry book) .
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,020,066 | 21,893 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $2,067,935 | 22,004 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $2,284,141 | 22,862 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,231,133 | 23,370 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,160,563 | 23,680 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,844,511 | 23,563 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $1,749,077 | 23,633 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,539,885 | 23,760 | Shares | Defined | 2024-12-11 | |
| 2024-06-30 | $1,795,677 | 24,368 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,769,436 | 24,460 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,670,257 | 24,277 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,319,082 | 24,027 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,341,388 | 23,666 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,281,633 | 24,468 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,022,468 | 24,291 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,749,387 | 24,341 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,528,387 | 24,191 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,050,081 | 24,316 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,052,544 | 24,406 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,772,124 | 24,329 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,764,550 | 24,235 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,605,709 | 24,635 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,399,884 | 26,393 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,018,823 | 28,121 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,236,469 | 36,647 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,263,170 | 37,572 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||