Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$427,302
+$157,956 QoQ
Shares Held
4,631
+61.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,576
of 2,304 holders
Holding Since
Mar 2022
7 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, 2026ZACKS INVESTMENT MANAGEMENT holds $130,945,669 across 8 Capital Markets names. SCHW ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
255,287 | $53,365,194 | |
| 2 | GS |
Goldman Sachs Group Inc
|
44,196 | $44,698,508 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
203,095 | $20,366,366 | |
| 4 | EVR |
Evercore Inc.
|
18,059 | $6,166,064 | |
| 5 | SNEX |
StoneX Group Inc.
|
69,200 | $5,466,760 | |
| 6 | SCHW |
Schwab Charles Corp
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|
4,631 | $427,302 | |
| 7 | MRX |
Marex Group Ltd
|
4,159 | $253,491 | |
| 8 | SF |
Stifel Financial Corp
|
2,895 | $201,984 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,302 | 4,631 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $269,346 | 2,866 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $489,758 | 4,902 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $530,812 | 5,560 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $248,777 | 3,376 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $317,443 | 4,614 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $4,920,668 | 58,364 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||