SILVERCREST ASSET MANAGEMENT GROUP LLC
Position in SCHW — Schwab Charles Corp
CIK 1232395
NEW YORK, NY
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$935,617
-$17,340 QoQ
Shares Held
10,140
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,244
of 2,304 holders
Holding Since
Mar 2020
23 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, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $64,675,625 across 6 Capital Markets names. SCHW ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
561,354 | $39,165,668 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,712 | $11,845,165 | |
| 3 | PWP |
Perella Weinberg Partners
|
441,460 | $7,045,701 | |
| 4 | MS |
Morgan Stanley
|
24,294 | $5,078,417 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
10,140 | $935,617 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
12,106 | $605,057 |
All Filings in SCHW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $935,617 | 10,140 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $952,957 | 10,140 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,013,087 | 10,140 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $963,387 | 10,091 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $920,702 | 10,091 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,457,052 | 31,388 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,286,464 | 30,894 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,886,359 | 29,106 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,876,515 | 25,465 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,513,308 | 34,743 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,537,412 | 36,881 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,978,101 | 36,031 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,864,035 | 32,887 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,222,182 | 23,333 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $318,386 | 3,824 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $217,334 | 3,024 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $254,953 | 3,024 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $253,477 | 3,014 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $210,289 | 2,887 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $1,160,621 | 21,882 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $988,173 | 27,275 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,103,871 | 32,717 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,154,746 | 34,347 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||