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Balyasny Asset Management L.P.

Position in SCHW — Schwab Charles Corp

CIK 1218710 Chicago, IL

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$76,447,937
-$195,651,652 QoQ
Shares Held
813,449
-70.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
23 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)

Derivatives in SCHW

reported options exposure · as of Mar 31, 2026
CallValue
$23,184,866
CallShares
246,700
PutValue
$45,025,818
PutShares
479,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Balyasny Asset Management L.P. holds $707,358,779 across 25 Capital Markets names. SCHW ranks #4 (10.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SCHW
Schwab Charles Corp
This page
813,449 $76,447,937

All Filings in SCHW

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50 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $76,447,937 813,449
2026-03-31 $45,025,818 479,100
2026-03-31 $23,184,866 246,700
2025-12-31 $27,784,971 278,100
2025-12-31 $61,994,155 620,500
2025-12-31 $272,099,589 2,723,447
2025-09-30 $221,819,198 2,323,444
2025-09-30 $21,347,092 223,600
2025-09-30 $9,766,581 102,300
2025-06-30 $63,442,091 695,332
2025-06-30 $8,649,552 94,800
2025-06-30 $30,757,004 337,100
2025-03-31 $414,580,978 5,296,129
2025-03-31 $9,980,700 127,500
2025-03-31 $51,852,672 662,400
2024-12-31 $9,458,478 127,800
2024-12-31 $14,214,804 192,066
2024-12-31 $45,775,185 618,500
2024-09-30 $2,217,798 34,220
2024-09-30 $1,510,073 23,300
2024-09-30 $9,896,487 152,700
2024-06-30 $1,342,042 18,212
2024-06-30 $5,769,927 78,300
2024-06-30 $1,915,940 26,000
2024-03-31 $28,515,632 394,189
2024-03-31 $1,938,712 26,800
2024-03-31 $5,975,284 82,600
2023-12-31 $277,470 4,033
2023-12-31 $213,280 3,100
2023-12-31 $3,804,640 55,300
2023-09-30 $2,865,780 52,200
2023-09-30 $40,983,234 746,507
2023-06-30 $24,197,995 426,923
2023-06-30 $2,958,696 52,200
2023-06-30 $11,902,800 210,000
2023-03-31 $61,185,078 1,168,100
2023-03-31 $1,571,400 30,000
2023-03-31 $4,052,012 77,358
2022-12-31 $89,679,012 1,077,096
2022-12-31 $9,816,354 117,900
2022-09-30 $35,418,613 492,815
2022-09-30 $8,085,375 112,500
2022-06-30 $7,107,750 112,500
2022-06-30 $75,136,562 1,189,246
2022-03-31 $9,484,875 112,500
2022-03-31 $40,132,571 476,012
2022-03-31 $6,534,025 77,500
2021-12-31 $71,502,913 850,213
2021-12-31 $11,731,950 139,500
2021-12-31 $8,410,000 100,000