Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$210,130,161
-$16,025,942 QoQ
Shares Held
2,277,340
-5.4% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#88
of 2,309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Ensign Peak Advisors, Inc holds $1,092,794,785 across 27 Capital Markets names. SCHW ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,808,366 | $378,020,828 | |
| 2 | GS |
Goldman Sachs Group Inc
|
319,513 | $323,145,862 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
2,277,340 | $210,130,161 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
512,637 | $51,407,238 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
515,965 | $44,909,593 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
86,043 | $24,236,592 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
395,780 | $19,781,084 | |
| 8 | EVR |
Evercore Inc.
|
38,512 | $13,149,537 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,130,161 | 2,277,340 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $226,156,103 | 2,406,428 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $270,792,467 | 2,710,364 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $309,396,980 | 3,240,777 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $433,445,291 | 4,750,606 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $413,777,433 | 5,285,864 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $423,873,254 | 5,727,243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $377,598,873 | 5,826,244 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $396,568,261 | 5,381,575 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $413,956,101 | 5,722,368 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $402,161,731 | 5,845,374 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $227,220,394 | 4,138,805 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $175,304,098 | 3,092,874 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $124,515,640 | 2,377,160 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $382,403,854 | 4,592,888 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $305,773,286 | 4,254,533 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $228,774,085 | 3,620,989 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $289,133,557 | 3,429,410 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $195,929,956 | 2,329,726 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $151,877,227 | 2,085,080 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $131,367,733 | 1,804,254 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $100,445,313 | 1,541,045 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $82,420,712 | 1,553,935 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $52,462,815 | 1,448,049 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $64,258,707 | 1,904,526 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,331,937 | 426,292 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||