Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$49,441,310
-$224,487,458 QoQ
Shares Held
535,833
-81.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#219
of 2,303 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026VOYA INVESTMENT MANAGEMENT LLC holds $1,730,782,115 across 42 Capital Markets names. SCHW ranks #4 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
4,315,241 | $902,057,978 | |
| 2 | GS |
Goldman Sachs Group Inc
|
401,556 | $406,121,691 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
940,185 | $94,281,750 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
535,833 | $49,441,310 | |
| 5 | PIPR |
Piper Sandler Companies
|
547,144 | $39,580,395 | |
| 6 | SNEX |
StoneX Group Inc.
|
439,530 | $34,722,870 | |
| 7 | LAZ |
Lazard, Inc.
|
743,305 | $31,174,210 | |
| 8 | HUT |
Hut 8 Corp.
|
177,042 | $20,438,612 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,441,310 | 535,833 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $273,928,768 | 2,914,756 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $167,789,553 | 1,679,407 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $161,682,454 | 1,693,542 | Shares | Defined | 2025-10-09 | |
| 2025-06-30 | $264,084,599 | 2,894,395 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,031,397 | 485,838 | Shares | Defined | 2025-06-18 | |
| 2024-12-31 | $33,508,101 | 452,751 | Shares | Defined | 2025-05-02 | |
| 2024-09-30 | $32,274,731 | 497,990 | Shares | Defined | 2025-02-07 | |
| 2024-06-30 | $49,723,505 | 674,766 | Shares | Defined | 2025-02-07 | |
| 2024-03-31 | $52,802,339 | 729,919 | Shares | Defined | 2025-02-07 | |
| 2023-12-31 | $52,658,969 | 765,392 | Shares | Defined | 2025-02-07 | |
| 2023-09-30 | $54,648,612 | 995,421 | Shares | Defined | 2025-02-07 | |
| 2023-06-30 | $54,452,361 | 960,698 | Shares | Defined | 2025-02-07 | |
| 2023-03-31 | $52,106,993 | 994,788 | Shares | Defined | 2025-02-07 | |
| 2022-12-31 | $308,561,642 | 3,706,001 | Shares | Defined | 2025-02-07 | |
| 2022-09-30 | $249,842,039 | 3,476,305 | Shares | Defined | 2025-02-07 | |
| 2022-06-30 | $49,832,529 | 788,739 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $63,895,260 | 757,861 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $54,056,871 | 642,769 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $37,608,675 | 516,319 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $39,168,793 | 537,959 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $35,486,207 | 544,434 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $29,399,752 | 554,294 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,224,429 | 475,419 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $16,336,535 | 484,189 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $16,166,915 | 480,872 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||