Position in SCHW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$26,354,341
-$6,446,711 QoQ
Shares Held
280,425
-14.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 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, 2026Greenwich Wealth Management LLC holds $1,010,738,452 across 10 Capital Markets names. SCHW ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
9,924,043 | $665,605,564 | |
| 2 | FUTU |
Futu Holdings Ltd
|
1,226,000 | $167,667,760 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
1,144,222 | $79,294,584 | |
| 4 | PIPR |
Piper Sandler Companies
|
416,769 | $31,903,666 | |
| 5 | SCHW |
Schwab Charles Corp
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|
280,425 | $26,354,341 | |
| 6 | ETOR |
eToro Group Ltd.
|
430,000 | $12,912,900 | |
| 7 | GS |
Goldman Sachs Group Inc
|
11,155 | $9,437,018 | |
| 8 | OPY |
Oppenheimer Holdings Inc
|
100,872 | $8,996,773 |
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,354,341 | 280,425 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32,801,052 | 328,306 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,174,337 | 190,367 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,606,890 | 50,492 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $13,028,276 | 176,034 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,581,502 | 86,121 | Shares | Sole | 2024-10-29 | |
| 2022-12-31 | $40,036,903 | 480,866 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $34,524,335 | 480,372 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $30,329,811 | 480,054 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $40,460,284 | 479,899 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $40,361,944 | 479,928 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $34,960,796 | 479,967 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $34,945,159 | 479,950 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $31,281,381 | 479,923 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $25,456,229 | 479,944 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||