Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,279,024
-$420,086 QoQ
Shares Held
273,968
+0.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#326
of 2,304 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
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, 2026BESSEMER GROUP INC holds $884,639,115 across 33 Capital Markets names. SCHW ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,874,453 | $337,232,383 | |
| 2 | MS |
Morgan Stanley
|
1,227,982 | $256,697,352 | |
| 3 | TW |
Tradeweb Markets Inc.
|
1,603,992 | $159,853,838 | |
| 4 | SNEX |
StoneX Group Inc.
|
481,012 | $37,998,564 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
273,968 | $25,279,024 | |
| 6 | MC |
Moelis & Co
|
247,502 | $16,190,073 | |
| 7 | PIPR |
Piper Sandler Companies
|
220,249 | $15,931,362 | |
| 8 | GS |
Goldman Sachs Group Inc
|
14,245 | $14,384,733 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,279,024 | 273,968 | Shares | Defined | 2026-08-12 | |
| 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 | $23,571,655 | 363,731 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $27,141,794 | 368,354 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $23,492,239 | 341,457 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $20,207,425 | 368,107 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,416,197 | 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. | ||||||