Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,819,118
+$202,375 QoQ
Shares Held
29,997
-10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 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, 2026J. Goldman & Co LP holds $23,535,957 across 6 Capital Markets names. SCHW ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WULF |
Terawulf Inc.
|
803,943 | $11,600,897 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
29,997 | $2,819,118 | |
| 3 | PWP |
Perella Weinberg Partners
|
145,619 | $2,644,441 | |
| 4 | MS |
Morgan Stanley
|
15,700 | $2,583,749 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
8,300 | $2,496,889 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
40,968 | $1,390,863 |
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,819,118 | 29,997 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $2,616,743 | 33,428 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||