Position in SCHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,646,036
-$403,214 QoQ
Shares Held
60,077
-0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026CI INVESTMENTS INC. holds $108,449,067 across 13 Capital Markets names. SCHW ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
100,128 | $84,707,286 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
144,147 | $9,989,387 | |
| 3 | SCHW |
Schwab Charles Corp
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|
60,077 | $5,646,036 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
85,677 | $3,535,889 | |
| 5 | MS |
Morgan Stanley
|
14,059 | $2,313,689 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
14,809 | $993,239 | |
| 7 | SF |
Stifel Financial Corp
|
7,210 | $532,963 | |
| 8 | ETOR |
eToro Group Ltd.
|
7,552 | $226,786 |
All Filings in SCHW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,646,036 | 60,077 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,049,250 | 60,547 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,182,158 | 43,806 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,897,681 | 42,719 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,260,518 | 41,652 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,730,228 | 36,890 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $5,216,103 | 80,483 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,847,160 | 38,637 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,827,191 | 39,082 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,386,809 | 34,692 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,705,379 | 140,353 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,848,865 | 103,191 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,227,431 | 157,072 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,005,664 | 168,216 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $11,964,989 | 166,481 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,697,574 | 169,319 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,869,237 | 34,032 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,894,520 | 22,527 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,163,327 | 15,971 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $824,573 | 11,325 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||