Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,097,865
-$10,476 QoQ
Shares Held
120,276
+1.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#489
of 2,304 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FIRST NATIONAL BANK OF OMAHA holds $21,528,609 across 5 Capital Markets names. SCHW ranks #1 (51.5% of the industry book) .
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,097,865 | 120,276 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $11,108,341 | 118,199 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $13,690,966 | 137,033 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $528,999 | 5,541 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $483,572 | 5,300 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $434,454 | 5,550 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $665,349 | 8,990 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $881,480 | 13,601 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,002,257 | 13,601 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $401,487 | 5,550 | Shares | Sole | 2025-06-03 | |
| 2023-12-31 | $2,104,316 | 30,586 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,844,200 | 33,592 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,470,578 | 78,874 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||