Position in SCHW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,178,650
-$552,508 QoQ
Shares Held
99,476
-3.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#84
of 767 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 24%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $182,731,239 across 19 Capital Markets names. SCHW ranks #2 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
150,189 | $151,896,648 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
99,476 | $9,178,650 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
84,905 | $8,514,273 | |
| 4 | MS |
Morgan Stanley
|
21,183 | $4,428,093 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
17,672 | $1,538,170 | |
| 6 | NMR |
Nomura Holdings Inc
|
139,680 | $1,226,390 | |
| 7 | SF |
Stifel Financial Corp
|
14,139 | $986,477 | |
| 8 | GOLD |
Gold.com, Inc.
|
19,187 | $798,371 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,178,650 | 99,476 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $9,731,158 | 103,545 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,299,121 | 113,093 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $9,361,596 | 98,058 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $9,096,810 | 99,702 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $8,809,474 | 112,538 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $11,139,910 | 150,519 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $9,744,507 | 150,355 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,153,939 | 151,363 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,034,337 | 166,358 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $11,427,610 | 166,099 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $8,802,775 | 160,342 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,211,519 | 162,518 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,630,284 | 241,128 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $13,355,236 | 160,404 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $11,407,421 | 158,723 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,945,542 | 157,416 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $13,479,145 | 159,876 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $14,086,581 | 167,498 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $12,174,841 | 167,145 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,052,905 | 14,461 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $885,600 | 13,587 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $638,124 | 12,031 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $438,020 | 12,090 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $408,254 | 12,100 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $388,512 | 11,556 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||