Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,920,197
-$5,633,709 QoQ
Shares Held
140,026
-29.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#452
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $72,167,122 across 6 Capital Markets names. SCHW ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
204,988 | $42,850,690 | |
| 2 | GS |
Goldman Sachs Group Inc
|
14,654 | $14,820,614 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
140,026 | $12,920,197 | |
| 4 | IREN |
IREN Ltd
|
24,200 | $1,106,666 | |
| 5 | SF |
Stifel Financial Corp
|
3,855 | $268,963 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
710 | $199,992 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,920,197 | 140,026 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $18,553,906 | 197,424 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,918,855 | 199,368 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $23,385,853 | 244,955 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $20,938,484 | 229,488 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,396,503 | 235,009 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $17,876,078 | 241,536 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,985,339 | 262,079 | Shares | Defined | 2024-11-26 | |
| 2024-06-30 | $20,977,478 | 284,672 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $20,883,182 | 288,681 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $20,285,198 | 294,843 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $16,675,818 | 303,749 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $18,051,615 | 318,483 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,422,058 | 332,609 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $27,778,282 | 333,633 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $24,427,174 | 339,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,430,591 | 339,199 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $29,527,131 | 350,221 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $30,558,911 | 363,364 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $26,575,964 | 364,854 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,373,565 | 307,287 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $19,877,030 | 304,956 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $15,969,547 | 301,085 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $10,896,281 | 300,753 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $10,458,792 | 309,982 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $11,560,303 | 343,852 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||