Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$456,643
-$22,925 QoQ
Shares Held
4,949
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,550
of 2,304 holders
Holding Since
Jun 2023
7 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, 2026OVERSEA-CHINESE BANKING Corp Ltd holds $24,148,480 across 6 Capital Markets names. SCHW ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FUTU |
Futu Holdings Ltd
|
136,706 | $12,814,819 | |
| 2 | GS |
Goldman Sachs Group Inc
|
7,991 | $8,081,856 | |
| 3 | MS |
Morgan Stanley
|
11,021 | $2,303,828 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
4,949 | $456,643 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,823 | $245,713 | |
| 6 | TIGR |
UP Fintech Holding Ltd
|
55,823 | $245,621 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456,643 | 4,949 | Shares | Defined | 2026-08-11 | |
| 2025-12-31 | $479,568 | 4,800 | Shares | Defined | 2026-04-28 | |
| 2025-09-30 | $324,598 | 3,400 | Shares | Defined | 2025-10-28 | |
| 2025-03-31 | $330,967 | 4,228 | Shares | Defined | 2025-05-09 | |
| 2023-12-31 | $659,654 | 9,588 | Shares | Sole | 2024-05-21 | |
| 2023-09-30 | $444,031 | 8,088 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $430,087 | 7,588 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||