Position in SCHW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$15,794,842
-$4,002,424 QoQ
Shares Held
168,066
-15.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
3.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Goodman Financial Corp holds $29,515,073 across 2 Capital Markets names. SCHW ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
168,066 | $15,794,842 | |
| 2 | MKTX |
Marketaxess Holdings Inc
|
83,163 | $13,720,231 |
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,794,842 | 168,066 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $19,797,266 | 198,151 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $18,563,186 | 194,440 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,465,151 | 202,380 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,082,312 | 205,446 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $15,397,484 | 208,046 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $13,544,512 | 208,988 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,103,649 | 204,962 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $14,566,310 | 201,359 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,173,480 | 191,475 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,422,600 | 189,847 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $10,563,735 | 186,375 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,525,303 | 181,850 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||