JUPITER ASSET MANAGEMENT LTD

Position in SCHW — Schwab Charles Corp

CIK 1215838 London, X0

Position in SCHW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$88,294,679

+$8,630,642 QoQ

Shares Held

939,505

+17.8% QoQ

Ownership

0.054%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

JUPITER ASSET MANAGEMENT LTD holds $284,786,706 across 9 Capital Markets names. SCHW ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TW	Tradeweb Markets Inc.	1,133,172	$133,329,017
2	SCHW	Schwab Charles Corp This page	939,505	$88,294,679
3	TIGR	UP Fintech Holding Ltd	3,539,739	$22,300,355
4	GS	Goldman Sachs Group Inc	20,458	$17,307,263
5	MS	Morgan Stanley	88,413	$14,550,127
6	SBET	Sharplink, Inc.	697,585	$4,499,423
7	BGC	BGC Group, Inc.	370,376	$3,622,276
8	CRCL	Circle Internet Group, Inc.	6,582	$627,988

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$88,294,679	939,505	+17.8%	Shares	Defined	2026-05-12
2025-12-31	$79,664,037	797,358	-10.6%	Shares	Defined	2026-02-10
2025-09-30	$85,113,795	891,524	+5533.6%	Shares	Defined	2025-11-10
2025-06-30	$1,443,873	15,825	-87.6%	Shares	Sole	2025-08-08
2023-12-31	$8,793,534	127,813	+139.3%	Shares	Sole	2024-02-09
2023-03-31	$2,797,615	53,410	-52.2%	Shares	Sole	2023-05-10
2022-12-31	$9,295,229	111,641	-37.7%	Shares	Sole	2023-02-10
2022-09-30	$12,879,104	179,200	-56.8%	Shares	Sole	2022-11-10
2022-06-30	$26,197,459	414,648	+11.4%	Shares	Defined	2022-08-10
2022-03-31	$31,380,182	372,200	+155.5%	Shares	Sole	2022-05-11
2021-12-31	$12,253,370	145,700	+20.3%	Shares	Sole	2022-02-11
2021-09-30	$8,819,103	121,075	-64.8%	Shares	Sole	2021-11-10
2021-06-30	$25,059,380	344,175	—	Shares	Defined	2021-08-10
No filing history on record for this holder in this stock.