NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in SCHW — Schwab Charles Corp
CIK 1141802
MILWAUKEE, WI
Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$50,068,839
+$2,530,654 QoQ
Shares Held
542,634
+7.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#218
of 2,309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $204,767,852 across 37 Capital Markets names. SCHW ranks #2 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
97,699 | $98,809,837 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
542,634 | $50,068,839 | |
| 3 | MS |
Morgan Stanley
|
131,698 | $27,530,149 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
95,532 | $9,579,948 | |
| 5 | MIAX |
Miami International Holdings, Inc.
|
151,179 | $5,617,811 | |
| 6 | TW |
Tradeweb Markets Inc.
|
46,106 | $4,594,923 | |
| 7 | EVR |
Evercore Inc.
|
9,194 | $3,139,199 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,604 | $2,141,894 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,068,839 | 542,634 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $47,538,185 | 505,833 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $16,663,689 | 166,787 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $15,010,557 | 157,228 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $12,898,416 | 141,368 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $10,621,969 | 135,692 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,662,745 | 130,560 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $7,700,335 | 118,814 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $8,363,446 | 113,495 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $11,302,980 | 156,248 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,784,056 | 156,745 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,652,075 | 157,597 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,833,005 | 138,197 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,337,875 | 120,998 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,971,157 | 71,717 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $4,995,827 | 69,512 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,413,565 | 69,857 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $5,794,204 | 68,725 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $4,817,416 | 57,282 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $3,338,257 | 45,830 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,284,386 | 45,109 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $3,056,094 | 46,887 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,563,423 | 48,330 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,396,159 | 38,536 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,435,974 | 42,560 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,787,138 | 53,157 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||