Position in SCHW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$25,699,110
-$1,295,670 QoQ
Shares Held
273,453
+1.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.38948557887461.ToString("F0")%
Shared 0.ToString("F0")%
None 1.6105144211253852.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BESSEMER GROUP INC holds $650,169,492 across 30 Capital Markets names. SCHW ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,922,736 | $263,097,896 | |
| 2 | TW |
Tradeweb Markets Inc.
|
1,626,599 | $191,385,634 | |
| 3 | MS |
Morgan Stanley
|
737,832 | $121,425,009 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
273,453 | $25,699,110 | |
| 5 | SNEX |
StoneX Group Inc.
|
195,841 | $15,794,574 | |
| 6 | PJT |
PJT Partners Inc.
|
100,908 | $14,098,859 | |
| 7 | GS |
Goldman Sachs Group Inc
|
13,485 | $11,408,171 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
91,311 | $4,015,856 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,699,110 | 273,453 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $26,994,780 | 270,191 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $27,128,656 | 284,159 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $28,878,187 | 316,508 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $23,313,893 | 297,827 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $23,927,505 | 323,301 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $23,573,402 | 363,731 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $27,144,002 | 368,354 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $26,468,335 | 365,888 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $23,492,239 | 341,457 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $20,209,070 | 368,107 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,417,895 | 377,874 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $20,074,998 | 383,257 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $309,458,514 | 3,716,773 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $342,796,248 | 4,769,671 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $303,685,911 | 4,806,678 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $437,451,788 | 5,188,611 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $428,580,743 | 5,096,085 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $365,881,651 | 5,023,087 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $361,619,014 | 4,966,612 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $320,868,489 | 4,922,806 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $160,161,859 | 3,019,643 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $12,451,597 | 343,682 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $35,443,530 | 1,050,490 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $34,131,997 | 1,015,229 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||