Korea Investment CORP

Position in SCHW — Schwab Charles Corp

CIK 1441689 SEOUL, M5

Position in SCHW

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$113,986,744

-$18,724,208 QoQ

Shares Held

1,212,883

-8.7% QoQ

Ownership

0.070%

of shares outstanding

% of Portfolio

0.26%

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")%

Financial Services · as of Mar 31, 2026

Korea Investment CORP holds $497,340,956 across 11 Capital Markets names. SCHW ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	168,709	$142,726,126
2	SCHW	Schwab Charles Corp This page	1,212,883	$113,986,744
3	MS	Morgan Stanley	618,143	$101,727,793
4	HOOD	Robinhood Markets, Inc.	661,978	$45,875,075
5	FUTU	Futu Holdings Ltd	316,006	$43,216,980
6	IBKR	Interactive Brokers Group, Inc.	241,672	$16,208,941
7	TW	Tradeweb Markets Inc.	109,620	$12,897,889
8	LPLA	LPL Financial Holdings Inc.	31,213	$9,389,806

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$113,986,744	1,212,883	-8.7%	Shares	Sole	2026-05-13
2025-12-31	$132,710,952	1,328,305	-7.0%	Shares	Sole	2026-02-13
2025-09-30	$136,388,823	1,428,604	+19.2%	Shares	Sole	2025-11-13
2025-06-30	$109,350,775	1,198,496	-6.6%	Shares	Sole	2025-08-13
2025-03-31	$100,448,191	1,283,191	+13.0%	Shares	Sole	2025-05-14
2024-12-31	$84,076,470	1,136,015	+37.8%	Shares	Sole	2025-02-12
2024-09-30	$53,433,771	824,468	-16.5%	Shares	Sole	2024-11-13
2024-06-30	$72,728,935	986,958	+4.3%	Shares	Sole	2024-08-13
2024-03-31	$68,423,295	945,857	-9.4%	Shares	Sole	2024-05-14
2023-12-31	$71,800,299	1,043,609	-4.2%	Shares	Sole	2024-02-13
2023-09-30	$59,777,151	1,088,837	-7.1%	Shares	Sole	2023-11-13
2023-06-30	$66,463,591	1,172,611	+0.5%	Shares	Sole	2023-08-11
2023-03-31	$61,139,350	1,167,227	-13.7%	Shares	Sole	2023-05-12
2022-12-31	$112,653,444	1,353,032	-19.9%	Shares	Sole	2023-02-13
2022-09-30	$121,359,825	1,688,602	+16.9%	Shares	Sole	2022-11-10
2022-06-30	$91,273,302	1,444,655	-26.2%	Shares	Sole	2022-08-12
2022-03-31	$164,934,219	1,956,283	-3.6%	Shares	Sole	2022-05-13
2021-12-31	$170,659,336	2,029,243	+2.3%	Shares	Sole	2022-02-09
2021-09-30	$144,549,814	1,984,484	-2.3%	Shares	Sole	2021-11-12
2021-06-30	$147,865,751	2,030,844	-4.8%	Shares	Sole	2021-08-12
2021-03-31	$138,997,783	2,132,522	+17.1%	Shares	Sole	2021-05-13
2020-12-31	$96,632,303	1,821,876	+9.3%	Shares	Sole	2021-02-10
2020-09-30	$60,417,148	1,667,600	-1.7%	Shares	Sole	2020-11-12
2020-06-30	$57,243,284	1,696,600	-2.4%	Shares	Sole	2020-08-12
2020-03-31	$58,448,370	1,738,500	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.