Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,810,982
-$57,715 QoQ
Shares Held
19,627
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#963
of 2,296 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 2%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NBT BANK N A /NY holds $14,475,262 across 6 Capital Markets names. SCHW ranks #3 (12.5% 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 | $1,810,982 | 19,627 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,868,697 | 19,884 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,564,989 | 15,664 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,477,302 | 15,474 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,317,049 | 14,435 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $967,930 | 12,365 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $706,277 | 9,543 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $622,498 | 9,605 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $659,819 | 8,954 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $645,706 | 8,926 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $595,531 | 8,656 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $422,729 | 7,700 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $435,358 | 7,681 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $381,535 | 7,284 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $572,745 | 6,879 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $483,612 | 6,729 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $430,444 | 6,813 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $539,668 | 6,401 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $547,154 | 6,506 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $473,897 | 6,506 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $467,585 | 6,422 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $418,585 | 6,422 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $376,424 | 7,097 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $210,025 | 5,797 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $253,454 | 7,512 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $282,810 | 8,412 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||