Position in SCHW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$65,555,466
-$48,414,167 QoQ
Shares Held
697,547
-38.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.17%
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 100.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, 2026KBC Group NV holds $817,791,386 across 29 Capital Markets names. SCHW ranks #4 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,814,373 | $298,591,363 | |
| 2 | GS |
Goldman Sachs Group Inc
|
328,720 | $278,093,831 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
2,115,438 | $141,882,426 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
697,547 | $65,555,466 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
146,881 | $10,178,852 | |
| 6 | XP |
XP Inc.
|
303,661 | $5,781,705 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
95,294 | $3,932,783 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
12,922 | $3,887,324 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,555,466 | 697,547 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $113,969,633 | 1,140,723 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $109,810,070 | 1,150,205 | Shares | Defined | 2026-01-20 | |
| 2025-06-30 | $102,830,125 | 1,127,029 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $163,639,563 | 2,090,439 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $158,235,821 | 2,138,033 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $48,333,871 | 745,778 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $16,296,764 | 221,153 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $15,275,241 | 211,159 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $27,249,064 | 396,062 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $20,772,567 | 378,371 | Shares | Defined | 2024-02-15 | |
| 2023-06-30 | $31,894,288 | 562,708 | Shares | Defined | 2024-02-15 | |
| 2023-03-31 | $41,879,380 | 799,530 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $84,518,557 | 1,015,116 | Shares | Defined | 2024-02-14 | |
| 2022-09-30 | $74,183,207 | 1,032,186 | Shares | Defined | 2024-02-15 | |
| 2022-06-30 | $51,644,594 | 817,420 | Shares | Defined | 2024-02-14 | |
| 2022-03-31 | $80,573,718 | 955,684 | Shares | Defined | 2024-02-14 | |
| 2021-12-31 | $92,200,343 | 1,096,318 | Shares | Defined | 2024-02-14 | |
| 2021-09-30 | $140,551,189 | 1,929,588 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $130,542,504 | 1,792,920 | Shares | Defined | 2022-02-15 | |
| 2021-03-31 | $63,852,543 | 979,634 | Shares | Defined | 2022-02-14 | |
| 2020-12-31 | $35,082,565 | 661,436 | Shares | Defined | 2022-02-14 | |
| 2020-09-30 | $14,106,041 | 389,347 | Shares | Defined | 2022-02-14 | |
| 2020-06-30 | $8,602,080 | 254,952 | Shares | Defined | 2022-02-14 | |
| 2020-03-31 | $6,419,133 | 190,932 | Shares | Defined | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||