Mariner, LLC

Position in SCHW — Schwab Charles Corp

CIK 1373442 Overland Park, KS

Position in SCHW

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$199,362,686

+$143,953,900 QoQ

Shares Held

2,121,331

+282.5% QoQ

Ownership

0.122%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Mariner, LLC holds $638,362,532 across 31 Capital Markets names. SCHW ranks #1 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	2,121,331	$199,362,686
2	GS	Goldman Sachs Group Inc	197,078	$166,726,016
3	MS	Morgan Stanley	896,855	$147,595,426
4	SNEX	StoneX Group Inc.	256,666	$20,700,112
5	SF	Stifel Financial Corp	228,651	$16,901,881
6	MKTX	Marketaxess Holdings Inc	79,144	$13,057,176
7	EVR	Evercore Inc.	40,337	$12,040,997
8	TW	Tradeweb Markets Inc.	99,256	$11,678,460

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$199,362,686	2,121,331	+282.5%	Shares	Other	2026-05-13
2025-12-31	$55,408,786	554,587	-1.7%	Shares	Other	2026-02-13
2025-09-30	$53,863,790	564,196	+5.8%	Shares	Other	2025-11-14
2025-06-30	$48,638,309	533,081	-4.8%	Shares	Other	2025-08-14
2025-03-31	$43,821,378	559,803	+7.1%	Shares	Other	2025-05-15
2024-12-31	$38,673,258	522,541	-14.9%	Shares	Sole	2025-02-13
2024-09-30	$39,783,682	613,851	+26.5%	Shares	Sole	2024-11-13
2024-06-30	$35,754,681	485,204	-33.7%	Shares	Other	2024-08-13
2024-03-31	$52,979,066	732,362	-2.0%	Shares	Sole	2024-05-15
2023-12-31	$51,394,562	747,014	+7.6%	Shares	Sole	2024-02-14
2023-09-30	$38,102,410	694,033	-34.9%	Shares	Sole	2023-11-13
2023-06-30	$60,438,620	1,066,313	+25.2%	Shares	Sole	2023-08-11
2023-03-31	$44,628,282	852,010	+25.8%	Shares	Sole	2023-05-15
2022-12-31	$56,405,485	677,462	+0.5%	Shares	Sole	2023-02-14
2022-09-30	$48,428,736	673,838	+4.5%	Shares	Sole	2022-11-10
2022-06-30	$40,726,838	644,616	+8.0%	Shares	Sole	2022-08-15
2022-03-31	$50,299,429	596,601	+10.5%	Shares	Sole	2022-05-13
2021-12-31	$45,408,113	539,930	+1.9%	Shares	Sole	2022-02-14
2021-09-30	$38,586,625	529,745	-3.9%	Shares	Sole	2021-11-15
2021-06-30	$40,131,998	551,188	+413.5%	Shares	Sole	2021-08-24
2021-03-31	$6,996,616	107,343	-21.7%	Shares	Sole	2021-05-07
2020-12-31	$7,275,921	137,178	-19.7%	Shares	Sole	2021-02-16
2020-09-30	$6,188,482	170,811	+3.6%	Shares	Sole	2020-11-13
2020-06-30	$5,564,164	164,913	-20.3%	Shares	Sole	2020-08-14
2020-03-31	$6,952,313	206,791	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.