Position in SCHW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$126,510,610
+$49,409,867 QoQ
Shares Held
1,346,144
+74.4% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.98707419117122.ToString("F0")%
Shared 0.ToString("F0")%
None 0.012925808828773148.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FEDERATED HERMES, INC. holds $457,792,711 across 26 Capital Markets names. SCHW ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
862,849 | $141,999,057 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
1,346,144 | $126,510,610 | |
| 3 | GS |
Goldman Sachs Group Inc
|
47,730 | $40,379,101 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
596,769 | $40,025,295 | |
| 5 | XP |
XP Inc.
|
1,594,070 | $30,351,091 | |
| 6 | LAZ |
Lazard, Inc.
|
498,212 | $21,164,045 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
386,860 | $15,965,711 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
186,138 | $8,186,348 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,510,610 | 1,346,144 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $77,100,743 | 771,702 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $55,212,018 | 578,318 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $16,586,791 | 181,793 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $643,148 | 8,216 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $569,654 | 7,697 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $510,378 | 7,875 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $554,221 | 7,521 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $8,739,177 | 120,807 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $14,560,900 | 211,641 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $14,341,745 | 261,234 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,816,094 | 261,399 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $13,849,062 | 264,396 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $47,456,283 | 569,977 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $40,862,191 | 568,557 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $663,895 | 10,508 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $979,429 | 11,617 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $938,976 | 11,165 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $753,238 | 10,341 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,998,561 | 27,449 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,167,494 | 33,254 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,509,253 | 28,455 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $411,862 | 11,368 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $401,944 | 11,913 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $914,362 | 27,197 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||