Position in SCHW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$68,734,998
+$8,057,957 QoQ
Shares Held
731,379
+20.4% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.19%
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, 2026NOMURA ASSET MANAGEMENT CO LTD holds $457,659,658 across 23 Capital Markets names. SCHW ranks #5 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
145,076 | $122,732,844 | |
| 2 | MS |
Morgan Stanley
|
490,026 | $80,643,577 | |
| 3 | TW |
Tradeweb Markets Inc.
|
632,545 | $74,425,243 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,065,604 | $73,846,356 | |
| 5 | SCHW |
Schwab Charles Corp
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|
731,379 | $68,734,998 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
320,652 | $21,506,128 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
25,761 | $7,749,681 | |
| 8 | IREN |
IREN Ltd
|
104,070 | $3,567,519 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,734,998 | 731,379 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $60,677,041 | 607,317 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $56,752,332 | 594,452 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $51,348,594 | 562,786 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $41,945,085 | 535,834 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $34,849,680 | 470,878 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $56,120,209 | 865,919 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $57,253,961 | 776,957 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $63,371,575 | 876,024 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $53,072,044 | 771,396 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $35,290,378 | 642,812 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $36,357,102 | 641,445 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $22,844,803 | 436,136 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $36,600,845 | 439,597 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $31,187,051 | 433,937 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $26,488,277 | 419,251 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $36,007,114 | 427,080 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $33,861,603 | 402,635 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $22,302,806 | 306,189 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $27,052,117 | 371,544 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $24,221,735 | 371,613 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $15,568,990 | 293,533 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $7,825,680 | 216,000 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,291,247 | 216,101 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,060,973 | 210,023 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||