PRUDENTIAL FINANCIAL INC

Position in SCHW — Schwab Charles Corp

CIK 1137774 NEWARK, NJ

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$240,313,062

+$2,371,303 QoQ

Shares Held

2,604,455

+2.9% QoQ

Ownership

0.151%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#77

of 2,309 holders

Holding Since

Mar 2020

26 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 Jun 30, 2026

PRUDENTIAL FINANCIAL INC holds $859,734,147 across 36 Capital Markets names. SCHW ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,267,462	$264,950,255
2	SCHW	Schwab Charles Corp This page	2,604,455	$240,313,062
3	GS	Goldman Sachs Group Inc	199,711	$201,981,713
4	HOOD	Robinhood Markets, Inc.	368,353	$36,938,438
5	IBKR	Interactive Brokers Group, Inc.	212,315	$18,479,897
6	SNEX	StoneX Group Inc.	221,646	$17,510,034
7	BGC	BGC Group, Inc.	1,435,491	$15,345,398
8	VIRT	Virtu Financial, Inc.	139,760	$8,325,503

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,313,062	2,604,455	+2.9%	Shares	Defined	2026-08-12
2026-03-31	$237,941,759	2,531,834	+10.8%	Shares	Defined	2026-05-13
2025-12-31	$228,309,536	2,285,152	+37.2%	Shares	Defined	2026-02-13
2025-09-30	$159,007,002	1,665,518	+43.0%	Shares	Defined	2025-11-13
2025-06-30	$106,302,080	1,165,082	+27.4%	Shares	Defined	2025-08-12
2025-03-31	$71,583,536	914,455	+12.4%	Shares	Defined	2025-05-13
2024-12-31	$60,211,648	813,561	-11.5%	Shares	Defined	2025-02-11
2024-09-30	$59,605,237	919,692	-1.7%	Shares	Defined	2024-11-14
2024-06-30	$68,969,196	935,937	-11.5%	Shares	Defined	2024-08-13
2024-03-31	$76,543,531	1,058,108	-2.8%	Shares	Defined	2024-05-14
2023-12-31	$74,916,938	1,088,909	-16.7%	Shares	Defined	2024-02-13
2023-09-30	$71,756,001	1,307,031	-0.6%	Shares	Defined	2023-11-13
2023-06-30	$74,531,648	1,314,955	-4.0%	Shares	Defined	2023-08-11
2023-03-31	$71,739,489	1,369,597	-52.3%	Shares	Defined	2023-05-12
2022-12-31	$239,057,942	2,871,222	+11.3%	Shares	Defined	2023-02-14
2022-09-30	$185,456,220	2,580,440	+63.9%	Shares	Defined	2022-11-04
2022-06-30	$99,462,693	1,574,275	+20.7%	Shares	Defined	2022-08-15
2022-03-31	$109,961,062	1,304,247	-1.5%	Shares	Defined	2022-05-13
2021-12-31	$111,301,387	1,323,441	+2.5%	Shares	Defined	2022-02-14
2021-09-30	$94,021,798	1,290,799	-3.9%	Shares	Defined	2021-11-15
2021-06-30	$97,813,025	1,343,401	-37.4%	Shares	Defined	2021-08-16
2021-03-31	$139,854,444	2,145,665	+22.0%	Shares	Defined	2021-05-12
2020-12-31	$93,251,635	1,758,138	+100826.4%	Shares	Defined	2021-08-16
2020-09-30	$63,112	1,742	-13.8%	Shares	Defined	2021-08-05
2020-06-30	$68,154	2,020	-69.0%	Shares	Defined	2021-08-05
2020-03-31	$219,336	6,524	—	Shares	Defined	2021-08-05
No filing history on record for this holder in this stock.