Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,765,551
+$474,682 QoQ
Shares Held
181,701
+4.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#397
of 2,291 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026&PARTNERS holds $188,434,978 across 18 Capital Markets names. SCHW ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
108,055 | $109,283,585 | |
| 2 | MS |
Morgan Stanley
|
173,994 | $36,371,705 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
181,701 | $16,765,551 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
72,598 | $6,318,929 | |
| 5 | MC |
Moelis & Co
|
67,660 | $4,426,317 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
12,702 | $3,577,899 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
33,260 | $3,335,312 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
20,120 | $2,698,695 |
All Filings in SCHW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,765,551 | 181,701 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,290,869 | 173,344 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,098,597 | 171,140 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,077,195 | 157,926 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,024,418 | 142,749 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,950,535 | 114,340 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,396,115 | 99,934 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,060,281 | 62,649 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,096,507 | 14,880 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $280,896 | 3,883 | Shares | Sole | 2024-04-11 | |
| No filing history on record for this holder in this stock. | ||||||