Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$60,478,463
-$5,077,003 QoQ
Shares Held
655,451
-6.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#202
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KBC Group NV holds $937,513,134 across 30 Capital Markets names. SCHW ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,685,231 | $352,280,687 | |
| 2 | GS |
Goldman Sachs Group Inc
|
310,391 | $313,920,144 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
2,028,985 | $176,602,853 | |
| 4 | SCHW |
Schwab Charles Corp
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|
655,451 | $60,478,463 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
122,485 | $12,282,794 | |
| 6 | XP |
XP Inc.
|
271,094 | $4,407,988 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
12,835 | $3,615,362 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
71,212 | $3,559,175 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,478,463 | 655,451 | Shares | Defined | 2026-08-05 | |
| 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. | ||||||