Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,650,732
+$527,348 QoQ
Shares Held
28,728
+27.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#840
of 2,303 holders
Holding Since
Dec 2020
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, 2026Bridgewater Associates, LP holds $64,419,389 across 14 Capital Markets names. SCHW ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XP |
XP Inc.
|
1,255,551 | $20,415,259 | |
| 2 | EVR |
Evercore Inc.
|
33,194 | $11,333,759 | |
| 3 | VIRT |
Virtu Financial, Inc.
|
160,819 | $9,579,987 | |
| 4 | MS |
Morgan Stanley
|
18,729 | $3,915,110 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
42,076 | $3,662,295 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
28,728 | $2,650,732 | |
| 7 | WULF |
Terawulf Inc.
|
89,081 | $2,200,300 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
16,007 | $2,147,018 |
All Filings in SCHW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,650,732 | 28,728 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,123,384 | 22,594 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,974,995 | 330,047 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $46,140,651 | 483,300 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $6,637,909 | 84,797 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $1,754,017 | 27,064 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $1,891,691 | 26,150 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,370,523 | 194,339 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,357,299 | 61,153 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $50,839,804 | 610,615 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,589,535 | 244,741 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $29,270,535 | 463,288 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $26,566,333 | 315,103 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $28,032,380 | 333,322 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $55,156,997 | 757,235 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $45,249,521 | 621,474 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $24,857,631 | 381,369 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $11,626,102 | 219,195 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||