Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$449,816
+$48,240 QoQ
Shares Held
4,875
+14.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,554
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026ORRSTOWN FINANCIAL SERVICES INC holds $1,516,197 across 3 Capital Markets names. SCHW ranks #2 (29.7% 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 | $449,816 | 4,875 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $401,576 | 4,273 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $388,450 | 3,888 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||