Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,441,050,391
-$195,248,766 QoQ
Shares Held
37,293,274
-3.6% QoQ
Ownership
2.16%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#8
of 2,263 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, 2026GEODE CAPITAL MANAGEMENT, LLC holds $23,930,464,672 across 71 Capital Markets names. SCHW ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,948,585 | $7,027,590,410 | |
| 2 | MS |
Morgan Stanley
|
27,346,327 | $5,716,476,195 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
37,293,274 | $3,441,050,391 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
22,597,737 | $2,266,101,065 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
10,641,906 | $926,271,497 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,502,575 | $423,245,325 | |
| 7 | EVR |
Evercore Inc.
|
1,098,427 | $375,046,913 | |
| 8 | HUT |
Hut 8 Corp.
|
2,755,313 | $318,087,108 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,441,050,391 | 37,293,274 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,636,299,157 | 38,692,266 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,763,373,911 | 37,667,640 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,586,750,426 | 37,569,398 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,410,659,136 | 37,381,183 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,844,914,931 | 36,342,807 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,287,018,830 | 30,901,484 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,953,466,791 | 30,141,441 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,188,308,335 | 29,696,137 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $2,101,008,453 | 29,043,523 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,936,521,236 | 28,147,111 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,514,046,254 | 27,578,256 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,534,289,794 | 27,069,333 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,416,887,799 | 27,050,168 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,219,622,511 | 26,658,930 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,872,393,678 | 26,052,507 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,608,302,940 | 25,455,887 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,106,765,090 | 24,988,318 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,044,239,388 | 24,307,246 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,720,921,044 | 23,626,044 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,698,113,991 | 23,322,538 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,451,483,251 | 22,268,844 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,143,957,808 | 21,567,832 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $602,659,384 | 16,634,264 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $545,714,572 | 16,174,113 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $529,770,243 | 15,757,592 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||