ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
Position in SCHW — Schwab Charles Corp
CIK 1164508
BOSTON, MA
Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$704,245,331
+$426,809,041 QoQ
Shares Held
7,632,441
+158.5% QoQ
Ownership
0.441%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#37
of 2,309 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ARROWSTREET CAPITAL, LIMITED PARTNERSHIP holds $1,129,356,103 across 15 Capital Markets names. SCHW ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
7,632,441 | $704,245,331 | |
| 2 | EVR |
Evercore Inc.
|
347,147 | $118,529,871 | |
| 3 | XP |
XP Inc.
|
7,026,948 | $114,258,174 | |
| 4 | BGC |
BGC Group, Inc.
|
6,171,804 | $65,976,584 | |
| 5 | SF |
Stifel Financial Corp
|
407,495 | $28,430,926 | |
| 6 | ETOR |
eToro Group Ltd.
|
647,976 | $25,575,612 | |
| 7 | PIPR |
Piper Sandler Companies
|
302,222 | $21,862,739 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
122,005 | $13,846,347 |
All Filings in SCHW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $704,245,331 | 7,632,441 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $277,436,290 | 2,952,078 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $328,667,233 | 3,289,633 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $508,224,234 | 5,323,392 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $421,579,346 | 4,620,554 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $361,786,989 | 4,621,704 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $460,179,303 | 6,217,799 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $210,951,430 | 3,254,921 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $40,101,803 | 544,196 | Shares | Defined | 2024-08-14 | |
| 2023-06-30 | $12,769,040 | 225,283 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $110,758,033 | 2,114,510 | Shares | Defined | 2023-05-15 | |
| 2022-06-30 | $1,363,929 | 21,588 | Shares | Defined | 2022-08-15 | |
| 2020-06-30 | $9,482,593 | 281,049 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $399,237 | 11,875 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||