Position in SCHW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$271,670,053
-$22,501,454 QoQ
Shares Held
2,890,722
-1.8% QoQ
Ownership
0.166%
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 59.37378274354989.ToString("F0")%
Shared 0.ToString("F0")%
None 40.62621725645012.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026RHUMBLINE ADVISERS holds $1,489,842,846 across 47 Capital Markets names. SCHW ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
501,345 | $424,132,856 | |
| 2 | MS |
Morgan Stanley
|
2,149,365 | $353,720,998 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
2,890,722 | $271,670,053 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,318,086 | $91,343,359 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
766,485 | $51,408,148 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
101,065 | $30,403,383 | |
| 7 | EVR |
Evercore Inc.
|
100,437 | $29,981,448 | |
| 8 | SF |
Stifel Financial Corp
|
389,919 | $28,822,812 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,670,053 | 2,890,722 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $294,171,507 | 2,944,365 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $290,031,654 | 3,037,935 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $279,300,329 | 3,061,161 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $241,383,112 | 3,083,586 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $205,272,507 | 2,773,578 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $184,088,203 | 2,840,429 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $215,247,310 | 2,920,984 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $211,959,599 | 2,930,047 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $207,842,804 | 3,020,971 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $168,315,549 | 3,065,857 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $174,787,516 | 3,083,760 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $161,370,837 | 3,080,772 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $248,018,384 | 2,978,842 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $206,259,281 | 2,869,894 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $175,012,327 | 2,770,059 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $223,625,783 | 2,652,423 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $213,468,927 | 2,538,275 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $183,692,937 | 2,521,869 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $191,513,890 | 2,630,324 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $169,782,493 | 2,604,825 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $147,830,223 | 2,787,146 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $82,519,259 | 2,277,650 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $71,267,180 | 2,112,246 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $68,463,969 | 2,036,406 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||