Position in SCHW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$76,082,448
+$661,588 QoQ
Shares Held
809,560
+7.2% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026THORNBURG INVESTMENT MANAGEMENT INC holds $127,898,205 across 6 Capital Markets names. SCHW ranks #1 (59.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
809,560 | $76,082,448 | |
| 2 | MRX |
Marex Group Ltd
|
408,877 | $18,227,736 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
37,010 | $11,133,718 | |
| 4 | XP |
XP Inc.
|
570,057 | $10,853,885 | |
| 5 | PJT |
PJT Partners Inc.
|
56,023 | $7,827,533 | |
| 6 | TW |
Tradeweb Markets Inc.
|
32,066 | $3,772,885 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $76,082,448 | 809,560 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $75,420,860 | 754,888 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $72,175,797 | 756,005 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $74,257,863 | 813,874 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $70,574,038 | 901,559 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $69,299,337 | 936,351 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,409,214 | 993,816 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $73,558,831 | 998,220 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $72,211,234 | 998,220 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $68,690,676 | 998,411 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $54,812,763 | 998,411 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $56,072,050 | 989,274 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $42,149,295 | 804,683 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $51,714,034 | 621,115 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $44,707,308 | 622,058 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $39,308,637 | 622,169 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $52,488,286 | 622,563 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $60,057,576 | 714,121 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $54,474,413 | 747,864 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $59,208,873 | 813,197 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $59,009,018 | 905,324 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $52,715,183 | 993,876 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $45,502,198 | 1,255,926 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $42,316,775 | 1,254,202 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $35,157,173 | 1,045,722 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||