Boston Partners

Position in SCHW — Schwab Charles Corp

CIK 1386060 BOSTON, MA

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$515,631,982

+$50,224,628 QoQ

Shares Held

5,486,614

+17.8% QoQ

Ownership

0.315%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 71.47109310040764.ToString("F0")% Shared 0.ToString("F0")% None 28.528906899592354.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Boston Partners holds $3,952,101,638 across 16 Capital Markets names. SCHW ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LPLA	LPL Financial Holdings Inc.	4,131,498	$1,242,878,542
2	GS	Goldman Sachs Group Inc	913,460	$772,778,023
3	MS	Morgan Stanley	4,429,180	$728,910,151
4	SCHW	Schwab Charles Corp This page	5,486,614	$515,631,982
5	SF	Stifel Financial Corp	4,240,380	$313,448,888
6	EVR	Evercore Inc.	580,174	$173,187,738
7	BGC	BGC Group, Inc.	7,285,941	$71,256,502
8	SNEX	StoneX Group Inc.	839,732	$67,724,384

All Filings in SCHW

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$515,631,982	5,486,614	+17.8%	Shares	Other	2026-05-11
2025-12-31	$465,407,354	4,658,266	+6.0%	Shares	Defined	2026-02-13
2025-09-30	$419,480,952	4,393,851	+4.0%	Shares	Defined	2025-11-13
2025-06-30	$385,315,095	4,223,094	-13.9%	Shares	Other	2025-08-12
2025-03-31	$383,932,948	4,904,611	+571.4%	Shares	Other	2025-05-13
2024-09-30	$47,346,101	730,537	-83.8%	Shares	Defined	2024-11-12
2024-06-30	$332,959,347	4,518,379	-16.3%	Shares	Defined	2024-08-14
2024-03-31	$390,284,281	5,395,138	+21.2%	Shares	Defined	2024-05-28
2023-12-31	$306,234,990	4,451,090	+424.7%	Shares	Defined	2024-02-07
2023-09-30	$46,569,472	848,260	-4.9%	Shares	Defined	2023-11-08
2023-06-30	$50,576,582	892,318	-9.2%	Shares	Defined	2023-08-10
2023-03-31	$51,502,372	983,245	-90.2%	Shares	Other	2023-05-09
2022-12-31	$833,680,047	10,012,972	-3.3%	Shares	Other	2023-02-08
2022-09-30	$744,263,150	10,355,686	+37.0%	Shares	Defined	2022-11-09
2022-06-30	$477,484,554	7,557,527	+0.2%	Shares	Defined	2022-08-10
2022-03-31	$635,742,588	7,540,536	-6.0%	Shares	Other	2022-05-10
2021-12-31	$674,836,312	8,024,213	-3.5%	Shares	Defined	2022-02-04
2021-09-30	$605,701,528	8,315,507	+1.8%	Shares	Defined	2021-11-05
2021-06-30	$594,908,374	8,170,696	+17.6%	Shares	Defined	2021-08-12
2021-03-31	$452,689,568	6,945,222	-2.7%	Shares	Other	2021-05-10
2020-12-31	$378,448,778	7,135,158	+10.9%	Shares	Defined	2021-02-10
2020-09-30	$233,041,031	6,432,267	+26.1%	Shares	Other	2020-11-13
2020-06-30	$172,121,537	5,101,409	+67.2%	Shares	Defined	2020-08-12
2020-03-31	$102,600,741	3,051,777	—	Shares	Other	2020-05-13
No filing history on record for this holder in this stock.