Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$131,583,571
-$7,382,963 QoQ
Shares Held
1,426,071
-3.6% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#123
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026AVIVA PLC holds $782,238,944 across 19 Capital Markets names. SCHW ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
263,877 | $266,877,281 | |
| 2 | MS |
Morgan Stanley
|
1,087,518 | $227,334,762 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
1,426,071 | $131,583,571 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
639,942 | $64,173,383 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
353,010 | $30,725,990 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
69,319 | $19,525,775 | |
| 7 | IREN |
IREN Ltd
|
258,695 | $11,830,122 | |
| 8 | FUTU |
Futu Holdings Ltd
|
95,237 | $8,927,516 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $131,583,571 | 1,426,071 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $138,966,534 | 1,478,682 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $144,198,704 | 1,443,286 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $130,632,746 | 1,368,312 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $114,401,182 | 1,253,849 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $87,892,001 | 1,122,790 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $71,044,715 | 959,934 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $35,548,090 | 548,497 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $39,518,325 | 536,278 | Shares | Defined | 2024-08-02 | |
| 2024-03-31 | $29,956,645 | 414,109 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $28,221,760 | 410,200 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $22,469,197 | 409,275 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $24,110,141 | 425,373 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $26,969,676 | 514,885 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $39,117,712 | 469,826 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $34,336,036 | 477,752 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,179,541 | 366,881 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $29,355,140 | 348,181 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $38,321,090 | 455,661 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $33,534,297 | 460,383 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $37,930,879 | 520,957 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $29,983,712 | 460,014 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $24,508,829 | 462,082 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $13,512,123 | 372,954 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $12,931,192 | 383,260 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $13,585,169 | 404,080 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||