Position in SCHW
as of Dec 31, 2025
· filed Feb 12, 2026
Position Value
$176,874,868
+$4,041,996 QoQ
Shares Held
1,770,342
-2.2% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Dec 31, 2025CIBC Private Wealth Group LLC holds $401,663,549 across 34 Capital Markets names. SCHW ranks #1 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
1,770,342 | $176,874,868 | |
| 2 | GS |
Goldman Sachs Group Inc
|
137,701 | $121,039,179 | |
| 3 | MS |
Morgan Stanley
|
302,112 | $53,633,943 | |
| 4 | TW |
Tradeweb Markets Inc.
|
357,060 | $38,398,232 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
12,792 | $4,568,918 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
59,057 | $3,659,762 | |
| 7 | IPST |
Ip Strategy Holdings, Inc.
|
27,500 | $858,000 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
7,171 | $811,040 |
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $176,874,868 | 1,770,342 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $172,832,872 | 1,810,337 | Shares | Defined | 2025-11-24 | |
| 2025-06-30 | $167,826,125 | 1,839,392 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $145,422,399 | 1,857,721 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $132,876,960 | 1,795,392 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $118,902,046 | 1,834,625 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $144,706,083 | 1,963,714 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $124,321,715 | 1,718,575 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $158,195,624 | 2,299,355 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $134,030,773 | 2,441,362 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $157,985,410 | 2,787,322 | Shares | Other | 2023-11-21 | |
| 2023-03-31 | $149,998,720 | 2,863,664 | Shares | Other | 2023-11-21 | |
| 2022-12-31 | $702,470,447 | 8,437,070 | Shares | Other | 2023-06-01 | |
| 2022-09-30 | $582,450,794 | 8,104,227 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $510,667,513 | 8,082,740 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | $689,666,000 | 8,180,121 | Shares | Other | 2022-05-16 | |
| 2021-12-31 | $638,638,495 | 7,593,799 | Shares | Other | 2022-04-04 | |
| 2021-09-30 | $547,144,434 | 7,511,593 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $524,024,927 | 7,197,156 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $414,075,764 | 6,352,804 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $395,488,038 | 7,456,411 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $231,662,082 | 6,394,206 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $152,807,177 | 4,528,962 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $160,951,143 | 4,787,363 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||