Position in SCHW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,899,717
-$415,588 QoQ
Shares Held
94,698
+1.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GREAT LAKES ADVISORS, LLC holds $162,489,473 across 10 Capital Markets names. SCHW ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
170,186 | $143,975,652 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
94,698 | $8,899,717 | |
| 3 | SF |
Stifel Financial Corp
|
45,863 | $3,390,192 | |
| 4 | DSEEY |
Daiwa Securities Group Inc.
|
339,585 | $3,175,118 | |
| 5 | GOLD |
Gold.com, Inc.
|
27,333 | $1,095,506 | |
| 6 | MS |
Morgan Stanley
|
3,672 | $604,300 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
7,824 | $524,755 | |
| 8 | EVR |
Evercore Inc.
|
1,347 | $402,092 |
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,899,717 | 94,698 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,315,305 | 93,237 | Shares | Other | 2026-02-12 | |
| 2025-09-30 | $9,097,621 | 95,293 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $9,879,556 | 108,281 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,343,786 | 106,589 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,975,463 | 107,762 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $7,174,074 | 110,694 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,306,288 | 99,149 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $10,277,125 | 142,067 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,188,764 | 89,953 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $5,064,359 | 92,247 | Shares | Other | 2023-11-07 | |
| 2023-06-30 | $5,199,086 | 91,727 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,740,140 | 71,404 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $684,313 | 8,219 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $682,067 | 8,090 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $669,772 | 7,964 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $266,667 | 3,661 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $270,853 | 3,720 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||