Position in SCHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$237,941,759
+$9,632,223 QoQ
Shares Held
2,531,834
+10.8% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.33625190277088.ToString("F0")%
Shared 0.ToString("F0")%
None 0.6637480972291232.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRUDENTIAL FINANCIAL INC holds $851,966,558 across 30 Capital Markets names. SCHW ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,815,816 | $298,828,838 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,531,834 | $237,941,759 | |
| 3 | GS |
Goldman Sachs Group Inc
|
206,648 | $174,822,140 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
388,881 | $26,949,452 | |
| 5 | PIPR |
Piper Sandler Companies
|
252,788 | $19,350,921 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
216,024 | $14,488,728 | |
| 7 | BGC |
BGC Group, Inc.
|
1,238,371 | $12,111,268 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
68,827 | $9,884,933 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $237,941,759 | 2,531,834 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $228,309,536 | 2,285,152 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $159,007,002 | 1,665,518 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $106,302,080 | 1,165,082 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $71,583,536 | 914,455 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $60,211,648 | 813,561 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $59,605,237 | 919,692 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $68,969,196 | 935,937 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $76,543,531 | 1,058,108 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $74,916,938 | 1,088,909 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $71,756,001 | 1,307,031 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $74,531,648 | 1,314,955 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $71,739,489 | 1,369,597 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $239,057,942 | 2,871,222 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $185,456,220 | 2,580,440 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $99,462,693 | 1,574,275 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $109,961,062 | 1,304,247 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $111,301,387 | 1,323,441 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $94,021,798 | 1,290,799 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $97,813,025 | 1,343,401 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $139,854,444 | 2,145,665 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $93,251,635 | 1,758,138 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $63,112 | 1,742 | Shares | Defined | 2021-08-05 | |
| 2020-06-30 | $68,154 | 2,020 | 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. | ||||||