Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,894,948
-$59,742 QoQ
Shares Held
20,537
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#954
of 2,312 holders
Holding Since
Mar 2020
26 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, 2026REGIONS FINANCIAL CORP holds $164,790,759 across 8 Capital Markets names. SCHW ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
83,319 | $84,266,336 | |
| 2 | MS |
Morgan Stanley
|
328,070 | $68,579,752 | |
| 3 | MC |
Moelis & Co
|
82,564 | $5,401,336 | |
| 4 | SF |
Stifel Financial Corp
|
34,181 | $2,384,808 | |
| 5 | SCHW |
Schwab Charles Corp
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|
20,537 | $1,894,948 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
12,347 | $1,656,103 | |
| 7 | PIPR |
Piper Sandler Companies
|
4,435 | $320,827 | |
| 8 | HUT |
Hut 8 Corp.
|
2,483 | $286,649 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,894,948 | 20,537 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,954,690 | 20,799 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,519,830 | 25,221 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $2,488,234 | 26,063 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $2,326,072 | 25,494 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,167,546 | 14,915 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $964,720 | 13,035 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $904,163 | 13,951 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,561,269 | 21,187 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $1,680,529 | 23,231 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,604,552 | 23,322 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $1,409,008 | 25,665 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,347,907 | 23,781 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $885,587 | 16,907 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,760,198 | 21,141 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,692,178 | 23,545 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,765,059 | 27,937 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $2,695,980 | 31,977 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $2,678,920 | 31,854 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $2,178,643 | 29,910 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,044,213 | 28,076 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $1,848,308 | 28,357 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $1,178,760 | 22,224 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $791,697 | 21,852 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $729,559 | 21,623 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $706,254 | 21,007 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||