Position in SCHW
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,078,044
-$68,023 QoQ
Shares Held
11,471
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Hodges Capital Management Inc. holds $58,391,364 across 6 Capital Markets names. SCHW ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
2,501,589 | $36,097,929 | |
| 2 | CRCL |
Circle Internet Group, Inc.
|
95,534 | $9,114,898 | |
| 3 | GS |
Goldman Sachs Group Inc
|
8,951 | $7,572,456 | |
| 4 | MS |
Morgan Stanley
|
27,168 | $4,471,037 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
11,471 | $1,078,044 | |
| 6 | HIVE |
HIVE Digital Technologies Ltd.
|
30,000 | $57,000 |
All Filings in SCHW
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,078,044 | 11,471 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,146,067 | 11,471 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,111,843 | 11,646 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,103,639 | 12,096 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,266,648 | 16,181 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $1,871,490 | 25,287 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,850,714 | 28,556 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,282,373 | 44,543 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,113,658 | 43,042 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,391,504 | 63,830 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,831,536 | 124,436 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,514,413 | 344,291 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $9,765,831 | 186,442 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,569,201 | 18,847 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,225,455 | 17,051 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,074,375 | 17,005 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,108,761 | 25,012 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,108,975 | 25,077 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $1,982,486 | 27,217 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $8,698,610 | 119,470 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $8,468,185 | 129,920 | Shares | Sole | 2021-04-07 | |
| No filing history on record for this holder in this stock. | ||||||