Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$11,525,352
-$57,212 QoQ
Shares Held
124,909
+1.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#478
of 2,304 holders
Holding Since
Mar 2020
26 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 MERCHANTS CORP holds $12,731,245 across 3 Capital Markets names. SCHW ranks #1 (90.5% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,525,352 | 124,909 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $11,582,564 | 123,245 | Shares | Other | 2026-04-16 | |
| 2025-12-31 | $11,967,119 | 119,779 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $11,338,112 | 118,761 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $11,261,114 | 123,423 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $9,856,703 | 125,916 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $9,270,121 | 125,255 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $8,335,797 | 128,619 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $9,529,147 | 129,314 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $9,782,031 | 135,223 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $9,387,897 | 136,452 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,197,060 | 131,094 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $7,476,828 | 131,913 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $6,800,599 | 129,832 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $9,468,493 | 113,722 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $7,590,836 | 105,619 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,403,671 | 101,356 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $8,220,983 | 97,509 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $8,366,099 | 99,478 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $7,113,189 | 97,655 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $6,958,087 | 95,565 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $6,489,971 | 99,570 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $4,805,211 | 90,596 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $3,053,355 | 84,277 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $1,910,358 | 56,620 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $732,848 | 21,798 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||