Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$85,535,145
+$60,183,682 QoQ
Shares Held
910,142
+258.7% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026CIBC WORLD MARKET INC. holds $443,351,072 across 18 Capital Markets names. SCHW ranks #3 (19.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
224,307 | $189,761,478 | |
| 2 | MS |
Morgan Stanley
|
855,631 | $140,811,193 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
910,142 | $85,535,145 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
103,106 | $6,915,319 | |
| 5 | BGC |
BGC Group, Inc.
|
687,205 | $6,720,864 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
84,004 | $5,821,477 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
6,880 | $2,069,710 | |
| 8 | HUT |
Hut 8 Corp.
|
24,707 | $1,159,005 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,535,145 | 910,142 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $25,351,463 | 253,743 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,411,631 | 266,174 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $35,080,502 | 384,486 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $52,438,284 | 669,881 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,732,823 | 212,577 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,963,566 | 45,727 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,697,952 | 104,464 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $10,041,226 | 138,806 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $32,921,144 | 478,505 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $32,114,358 | 584,961 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $31,238,445 | 551,137 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $28,246,595 | 539,263 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $23,134,623 | 277,860 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,389,378 | 228,042 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,798,675 | 186,747 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $10,745,562 | 127,453 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $12,618,532 | 150,042 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,667,680 | 77,810 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,590,233 | 63,044 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,331,536 | 66,455 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,710,858 | 32,256 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,225,986 | 33,839 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,192,709 | 35,350 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,195,527 | 35,560 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||