Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$22,608,455
+$274,109 QoQ
Shares Held
245,025
+3.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#340
of 2,304 holders
Holding Since
Mar 2020
23 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, 2026PARK NATIONAL CORP /OH/ holds $41,169,052 across 4 Capital Markets names. SCHW ranks #1 (54.9% of the industry book) .
All Filings in SCHW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,608,455 | 245,025 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $22,334,346 | 237,650 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $23,724,128 | 237,455 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $25,405,616 | 266,111 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $26,646,185 | 292,045 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $24,924,351 | 318,400 | Shares | Sole | 2025-04-02 | |
| 2024-12-31 | $23,987,380 | 324,110 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $22,343,377 | 344,752 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $27,651,435 | 375,240 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $24,476,021 | 338,347 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $21,780,910 | 316,583 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $14,356,075 | 261,495 | Shares | Sole | 2023-10-02 | |
| 2023-06-30 | $15,147,502 | 267,246 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $11,773,033 | 224,762 | Shares | Sole | 2023-04-03 | |
| 2022-12-31 | $13,660,217 | 164,067 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $12,122,743 | 168,676 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $10,311,607 | 163,210 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $10,210,867 | 121,111 | Shares | Sole | 2022-04-01 | |
| 2021-12-31 | $6,947,332 | 82,608 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $213,275 | 2,928 | Shares | Sole | 2021-10-01 | |
| 2021-06-30 | $215,007 | 2,953 | Shares | Sole | 2021-07-01 | |
| 2020-12-31 | $228,284 | 4,304 | Shares | Sole | 2021-01-04 | |
| 2020-03-31 | $996,765 | 29,648 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||