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Sculptor Capital LP

Position in SCHW — Schwab Charles Corp

CIK 1054587 New York, NY

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$4,980,940
-$6,978,913 QoQ
Shares Held
53,000
-65.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2025
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Derivatives in SCHW

reported options exposure · as of Mar 31, 2026
CallValue
$9,398,000
CallShares
100,000
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Sculptor Capital LP holds $5,087,020 across 2 Capital Markets names. SCHW ranks #1 (97.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SCHW
Schwab Charles Corp
This page
53,000 $4,980,940

All Filings in SCHW

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $9,398,000 100,000
2026-03-31 $4,980,940 53,000
2025-03-31 $11,959,853 152,783