Position in SCHW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$194,980,680
-$490,660,684 QoQ
Shares Held
2,074,704
-69.8% QoQ
Ownership
0.119%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 95.40170549630213.ToString("F0")%
None 4.598294503697877.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $2,806,684,921 across 34 Capital Markets names. SCHW ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
3,666,780 | $1,103,077,424 | |
| 2 | MS |
Morgan Stanley
|
3,922,709 | $645,560,217 | |
| 3 | GS |
Goldman Sachs Group Inc
|
671,586 | $568,155,038 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
2,074,704 | $194,980,680 | |
| 5 | LAZ |
Lazard, Inc.
|
1,431,358 | $60,804,087 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
713,962 | $49,477,566 | |
| 7 | EVR |
Evercore Inc.
|
127,872 | $38,171,070 | |
| 8 | PIPR |
Piper Sandler Companies
|
482,175 | $36,910,495 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,980,680 | 2,074,704 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $685,641,364 | 6,862,590 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $555,878,751 | 5,822,549 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $580,355,375 | 6,360,756 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $530,690,097 | 6,779,383 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $479,800,980 | 6,482,921 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $429,261,709 | 6,623,387 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $605,902,095 | 8,222,311 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $612,074,670 | 8,461,082 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $589,761,785 | 8,572,119 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $501,067,026 | 9,126,904 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $761,892,613 | 13,442,001 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $596,166,949 | 11,381,576 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,084,798,949 | 13,029,053 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $895,170,026 | 12,455,406 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $322,775,814 | 5,108,829 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $474,189,029 | 5,624,351 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $445,067,207 | 5,292,119 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $326,259,756 | 4,479,129 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $294,884,722 | 4,050,058 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $233,196,702 | 3,577,734 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $252,075,570 | 4,752,556 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $19,017,416 | 524,908 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $17,026,958 | 504,652 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $154,669,516 | 4,600,521 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||