Position in SCHW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,984,425
-$1,748,302 QoQ
Shares Held
54,020
-24.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#644
of 2,304 holders
Holding Since
Dec 2021
18 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, 2026Equitable Holdings, Inc. holds $51,243,234 across 8 Capital Markets names. SCHW ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
30,378 | $30,723,397 | |
| 2 | MS |
Morgan Stanley
|
55,904 | $11,686,172 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
54,020 | $4,984,425 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
14,544 | $1,265,909 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
10,012 | $1,004,003 | |
| 6 | EVR |
Evercore Inc.
|
2,411 | $823,211 | |
| 7 | IREN |
IREN Ltd
|
14,039 | $642,003 | |
| 8 | HIVE |
HIVE Digital Technologies Ltd.
|
31,350 | $114,114 |
All Filings in SCHW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,984,425 | 54,020 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $6,732,727 | 71,640 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $6,492,451 | 64,983 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $6,568,813 | 68,805 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,077,395 | 77,569 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $13,441,928 | 171,716 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,306,382 | 166,280 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $10,092,148 | 155,719 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,738,843 | 145,730 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $9,920,924 | 137,143 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $9,467,086 | 137,603 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $7,320,201 | 133,337 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,894,957 | 139,290 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $6,420,478 | 122,575 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $419,713 | 5,041 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $257,078 | 3,577 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $443,386 | 5,259 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $246,328 | 2,929 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||