Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,297,223
-$228,730 QoQ
Shares Held
14,059
-13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,094
of 2,296 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CENTRAL TRUST Co holds $14,512,369 across 20 Capital Markets names. SCHW ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
27,615 | $5,772,638 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
41,426 | $3,605,718 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,636 | $2,665,970 | |
| 4 | SCHW |
Schwab Charles Corp
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|
14,059 | $1,297,223 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,985 | $399,615 | |
| 6 | EVR |
Evercore Inc.
|
737 | $251,641 | |
| 7 | IREN |
IREN Ltd
|
4,229 | $193,392 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
338 | $95,207 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,297,223 | 14,059 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,525,953 | 16,237 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,591,665 | 15,931 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,463,173 | 15,326 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,349,895 | 14,795 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,172,634 | 14,980 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $851,780 | 11,509 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $681,671 | 10,518 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,091,717 | 14,815 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,986,745 | 27,464 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,318,972 | 33,706 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,864,842 | 33,968 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,887,160 | 33,295 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,747,500 | 33,362 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $3,381,937 | 40,619 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $2,497,913 | 34,756 | Shares | Sole | 2022-11-17 | |
| 2022-06-30 | $2,334,057 | 36,943 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,227,723 | 38,284 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,997,290 | 23,749 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,533,573 | 21,054 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,527,553 | 20,980 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $1,780,651 | 27,319 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,705,819 | 32,161 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,261,491 | 34,819 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,453,080 | 43,067 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,549,780 | 46,097 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||