Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$92,170,346
-$423,461,636 QoQ
Shares Held
998,920
-81.8% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#159
of 2,309 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Boston Partners holds $3,984,429,559 across 15 Capital Markets names. SCHW ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
4,250,828 | $1,197,373,229 | |
| 2 | MS |
Morgan Stanley
|
4,685,095 | $979,372,257 | |
| 3 | GS |
Goldman Sachs Group Inc
|
949,277 | $960,070,277 | |
| 4 | SF |
Stifel Financial Corp
|
4,403,821 | $307,254,589 | |
| 5 | EVR |
Evercore Inc.
|
614,517 | $209,820,682 | |
| 6 | SCHW |
Schwab Charles Corp
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|
998,920 | $92,170,346 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,087,760 | $85,933,000 | |
| 8 | BGC |
BGC Group, Inc.
|
7,226,432 | $77,250,557 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,170,346 | 998,920 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $515,631,982 | 5,486,614 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $465,407,354 | 4,658,266 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $419,480,952 | 4,393,851 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $385,315,095 | 4,223,094 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $383,932,948 | 4,904,611 | Shares | Other | 2025-05-13 | |
| 2024-09-30 | $47,346,101 | 730,537 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $332,959,347 | 4,518,379 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $390,284,281 | 5,395,138 | Shares | Defined | 2024-05-28 | |
| 2023-12-31 | $306,234,990 | 4,451,090 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $46,569,472 | 848,260 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $50,576,582 | 892,318 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $51,502,372 | 983,245 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $833,680,047 | 10,012,972 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $744,263,150 | 10,355,686 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $477,484,554 | 7,557,527 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $635,742,588 | 7,540,536 | Shares | Other | 2022-05-10 | |
| 2021-12-31 | $674,836,312 | 8,024,213 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $605,701,528 | 8,315,507 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $594,908,374 | 8,170,696 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $452,689,568 | 6,945,222 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $378,448,778 | 7,135,158 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $233,041,031 | 6,432,267 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $172,121,537 | 5,101,409 | 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. | ||||||