Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$261,124
-$46,284 QoQ
Shares Held
2,830
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,820
of 2,304 holders
Holding Since
Mar 2021
12 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, 2026WEDGE CAPITAL MANAGEMENT L L P/NC holds $39,570,523 across 6 Capital Markets names. SCHW ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,224 | $32,590,386 | |
| 2 | SF |
Stifel Financial Corp
|
35,922 | $2,506,277 | |
| 3 | JEF |
Jefferies Financial Group Inc.
|
42,761 | $2,137,194 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
28,480 | $1,696,553 | |
| 5 | MS |
Morgan Stanley
|
1,813 | $378,989 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
2,830 | $261,124 |
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,124 | 2,830 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $307,408 | 3,271 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $281,046 | 2,813 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $283,259 | 2,967 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $276,639 | 3,032 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $256,210 | 3,273 | Shares | Sole | 2025-04-14 | |
| 2024-03-31 | $215,790 | 2,983 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $203,028 | 2,951 | Shares | Sole | 2024-02-01 | |
| 2022-12-31 | $265,682 | 3,191 | Shares | Sole | 2023-01-17 | |
| 2021-12-31 | $238,591 | 2,837 | Shares | Sole | 2022-01-24 | |
| 2021-06-30 | $229,788 | 3,156 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $223,632 | 3,431 | Shares | Sole | 2021-04-12 | |
| No filing history on record for this holder in this stock. | ||||||