Position in SCHW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$68,577,487
-$5,074,766 QoQ
Shares Held
729,703
-1.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.24%
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, 2026Asset Management One Co., Ltd. holds $446,337,687 across 13 Capital Markets names. SCHW ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
246,250 | $208,325,037 | |
| 2 | MS |
Morgan Stanley
|
634,328 | $104,391,358 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
729,703 | $68,577,487 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
317,813 | $22,024,440 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
239,194 | $16,042,741 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
29,576 | $8,897,348 | |
| 7 | TW |
Tradeweb Markets Inc.
|
70,340 | $8,276,204 | |
| 8 | IREN |
IREN Ltd
|
122,683 | $4,205,573 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,577,487 | 729,703 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $73,652,253 | 737,186 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $72,925,809 | 763,861 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $66,558,667 | 729,490 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $57,074,652 | 729,109 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $47,215,197 | 637,957 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $38,539,201 | 594,649 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $42,962,154 | 583,012 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $43,856,559 | 606,256 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $43,741,113 | 635,772 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $33,187,159 | 604,502 | Shares | Defined | 2023-10-19 | |
| 2023-06-30 | $34,436,047 | 607,552 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $30,898,490 | 589,891 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $48,201,295 | 578,925 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $43,514,266 | 605,458 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $38,598,367 | 610,927 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $52,185,023 | 618,966 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $54,781,310 | 651,383 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $48,542,178 | 666,422 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $50,258,340 | 690,267 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $47,389,705 | 727,059 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $39,502,176 | 744,762 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $20,652,476 | 570,038 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $20,075,603 | 595,009 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,178,051 | 600,180 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||