Position in SCHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$371,899,723
-$64,976,534 QoQ
Shares Held
3,957,222
-9.5% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.9983402498015.ToString("F0")%
Shared 0.ToString("F0")%
None 6.001659750198498.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Clearbridge Investments, LLC holds $744,732,535 across 9 Capital Markets names. SCHW ranks #1 (49.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
3,957,222 | $371,899,723 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
2,201,406 | $152,557,435 | |
| 3 | HLI |
Houlihan Lokey, Inc.
|
625,228 | $89,795,245 | |
| 4 | PJT |
PJT Partners Inc.
|
376,736 | $52,637,553 | |
| 5 | MS |
Morgan Stanley
|
155,935 | $25,662,222 | |
| 6 | BGC |
BGC Group, Inc.
|
2,373,055 | $23,208,477 | |
| 7 | GS |
Goldman Sachs Group Inc
|
19,923 | $16,854,658 | |
| 8 | WULF |
Terawulf Inc.
|
649,805 | $9,376,686 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $371,899,723 | 3,957,222 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $436,876,257 | 4,372,698 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $441,267,590 | 4,622,055 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $424,616,909 | 4,653,846 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $364,217,661 | 4,652,755 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $300,646,900 | 4,062,247 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $140,885,339 | 2,173,821 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $240,393,949 | 3,262,233 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $230,959,628 | 3,192,696 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $226,315,948 | 3,289,476 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $210,999,091 | 3,843,335 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $188,669,469 | 3,328,678 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $81,555,974 | 1,557,006 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $223,362,517 | 2,682,711 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $211,232,613 | 2,939,093 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $220,290,906 | 3,486,719 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $296,470,297 | 3,516,431 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $298,864,403 | 3,553,679 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $254,321,806 | 3,491,513 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $239,695,689 | 3,292,071 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $203,630,337 | 3,124,123 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $140,608,032 | 2,650,981 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $88,546,627 | 2,444,014 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $56,069,435 | 1,661,809 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $381,427,876 | 11,345,267 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||