Position in SCHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$345,102,453
+$1,689,605 QoQ
Shares Held
3,672,084
+6.8% QoQ
Ownership
0.211%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.09817313547293581.ToString("F0")%
Shared 0.ToString("F0")%
None 99.90182686452707.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026NORDEA INVESTMENT MANAGEMENT AB holds $958,180,347 across 12 Capital Markets names. SCHW ranks #1 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
3,672,084 | $345,102,453 | |
| 2 | TW |
Tradeweb Markets Inc.
|
1,649,034 | $194,025,339 | |
| 3 | GS |
Goldman Sachs Group Inc
|
221,124 | $187,068,691 | |
| 4 | MS |
Morgan Stanley
|
975,478 | $160,534,414 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
617,395 | $42,785,472 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
51,021 | $7,327,633 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
23,503 | $7,070,407 | |
| 8 | XP |
XP Inc.
|
351,674 | $6,695,872 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,102,453 | 3,672,084 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $343,412,848 | 3,437,222 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $290,311,284 | 3,040,864 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $249,537,749 | 2,734,960 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $208,275,838 | 2,660,652 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $9,579,187 | 129,431 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $7,902,412 | 121,932 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,515,321 | 115,556 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,910,668 | 109,354 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $7,123,827 | 103,544 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $5,504,493 | 100,264 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,705,635 | 100,664 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $12,729,439 | 243,021 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $32,140,691 | 386,028 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $28,283,791 | 393,541 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $36,672,704 | 580,448 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $53,662,893 | 636,495 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $54,437,004 | 647,289 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $37,951,315 | 521,023 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $38,500,180 | 528,776 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $36,049,102 | 553,070 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $24,974,467 | 470,861 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $14,891,942 | 411,039 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $34,330,786 | 1,017,510 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $16,156,965 | 480,576 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||