Position in SCHW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$273,928,768
+$106,139,215 QoQ
Shares Held
2,914,756
+73.6% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 26.724055118164262.ToString("F0")%
None 73.27594488183573.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026VOYA INVESTMENT MANAGEMENT LLC holds $1,071,174,391 across 37 Capital Markets names. SCHW ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
2,914,756 | $273,928,768 | |
| 2 | MS |
Morgan Stanley
|
1,452,035 | $238,961,399 | |
| 3 | GS |
Goldman Sachs Group Inc
|
183,484 | $155,225,628 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
329,270 | $99,054,293 | |
| 5 | LAZ |
Lazard, Inc.
|
1,255,880 | $53,349,781 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
637,027 | $44,145,970 | |
| 7 | PIPR |
Piper Sandler Companies
|
550,240 | $42,120,870 | |
| 8 | MC |
Moelis & Co
|
367,936 | $20,972,352 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||