Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,015,339
-$19,098 QoQ
Shares Held
11,004
-0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,201
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIRST AMERICAN TRUST, FSB holds $10,027,503 across 3 Capital Markets names. SCHW ranks #2 (10.1% of the industry book) .
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,015,339 | 11,004 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,034,437 | 11,007 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $982,514 | 9,834 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||