Position in SCHW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$69,798,382
-$3,400,379 QoQ
Shares Held
742,694
+1.4% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.06%
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, 2026TD Asset Management Inc holds $1,482,262,861 across 17 Capital Markets names. SCHW ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,131,499 | $350,780,789 | |
| 2 | GS |
Goldman Sachs Group Inc
|
390,689 | $330,518,986 | |
| 3 | EVR |
Evercore Inc.
|
958,472 | $286,113,476 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
554,133 | $166,699,830 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,468,900 | $165,589,122 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
742,694 | $69,798,382 | |
| 7 | TW |
Tradeweb Markets Inc.
|
423,089 | $49,780,650 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
394,513 | $27,339,750 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $69,798,382 | 742,694 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $73,198,761 | 732,647 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $70,464,401 | 738,079 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $68,374,342 | 749,390 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $58,487,841 | 747,162 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $41,819,497 | 565,052 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $35,398,313 | 546,186 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $39,564,602 | 536,906 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $37,528,906 | 518,785 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $35,604,412 | 517,506 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $45,477,403 | 828,368 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $47,647,021 | 840,632 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $45,404,241 | 866,824 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $71,778,612 | 862,102 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $61,679,983 | 858,216 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $55,000,211 | 870,532 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $73,007,822 | 865,945 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $73,091,141 | 869,098 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $52,242,450 | 717,222 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $52,752,446 | 724,522 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $45,678,600 | 700,807 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $37,277,042 | 702,810 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $20,837,684 | 575,150 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $19,080,071 | 565,503 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $24,527,705 | 729,557 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||