Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$201,702
-$11,914 QoQ
Shares Held
2,186
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,951
of 2,304 holders
Holding Since
Dec 2023
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, 2026First Financial Bankshares Inc holds $683,341 across 3 Capital Markets names. SCHW ranks #3 (29.5% of the industry book) .
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,702 | 2,186 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $213,616 | 2,273 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $232,890 | 2,331 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $356,294 | 3,732 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $237,771 | 2,606 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $203,997 | 2,606 | Shares | Defined | 2025-05-15 | |
| 2023-12-31 | $232,200 | 3,375 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||