Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$105,880,781
+$10,753,973 QoQ
Shares Held
1,126,631
+18.3% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026VICTORY CAPITAL MANAGEMENT INC holds $1,362,805,439 across 35 Capital Markets names. SCHW ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
616,833 | $521,834,549 | |
| 2 | MS |
Morgan Stanley
|
854,305 | $140,592,973 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
405,812 | $122,080,423 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
1,126,631 | $105,880,781 | |
| 5 | LAZ |
Lazard, Inc.
|
1,793,435 | $76,185,118 | |
| 6 | SF |
Stifel Financial Corp
|
869,575 | $64,278,984 | |
| 7 | EVR |
Evercore Inc.
|
198,770 | $59,334,832 | |
| 8 | MRX |
Marex Group plc
|
1,314,816 | $58,614,496 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,880,781 | 1,126,631 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $95,126,808 | 952,125 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $78,611,239 | 823,413 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $74,219,451 | 813,453 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $42,794,266 | 546,682 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $42,159,648 | 569,648 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $37,432,441 | 577,572 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $42,704,681 | 579,518 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $40,315,805 | 557,310 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $37,040,956 | 538,386 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $30,081,741 | 547,937 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $31,153,595 | 549,640 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $29,941,612 | 571,623 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $62,770,213 | 753,906 | Shares | Sole | 2023-04-25 | |
| 2022-09-30 | $135,212,049 | 1,881,342 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $119,224,956 | 1,887,068 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $126,530,846 | 1,500,781 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $122,831,161 | 1,460,537 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $111,796,143 | 1,534,818 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $113,745,383 | 1,562,222 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $104,277,701 | 1,599,842 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $82,559,146 | 1,556,545 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $16,138,870 | 445,456 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $14,463,696 | 428,681 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $14,623,422 | 434,962 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||