Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,798,755
+$3,225,854 QoQ
Shares Held
41,170
+575.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#725
of 2,301 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WESBANCO BANK INC holds $30,942,912 across 7 Capital Markets names. SCHW ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
73,075 | $15,275,597 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,042 | $7,122,066 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
41,170 | $3,798,755 | |
| 4 | PWP |
Perella Weinberg Partners
|
124,000 | $1,979,040 | |
| 5 | PJT |
PJT Partners Inc.
|
11,736 | $1,771,431 | |
| 6 | MC |
Moelis & Co
|
9,998 | $654,069 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,410 | $341,954 |
All Filings in SCHW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,798,755 | 41,170 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $572,901 | 6,096 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $557,097 | 5,576 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $537,591 | 5,631 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $513,498 | 5,628 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $441,420 | 5,639 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $471,590 | 6,372 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $275,572 | 4,252 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $318,045 | 4,316 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $307,589 | 4,252 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $256,967 | 3,735 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $238,265 | 4,340 | Shares | Sole | 2023-12-11 | |
| No filing history on record for this holder in this stock. | ||||||