Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$78,409,108
-$138,153 QoQ
Shares Held
849,779
+1.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#168
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Mitsubishi UFJ Trust & Banking Corp holds $429,994,121 across 26 Capital Markets names. SCHW ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
141,192 | $142,797,352 | |
| 2 | MS |
Morgan Stanley
|
529,981 | $110,787,227 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
849,779 | $78,409,108 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
311,268 | $31,213,955 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
195,153 | $16,986,117 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
35,646 | $10,040,765 | |
| 7 | XP |
XP Inc.
|
614,527 | $9,992,208 | |
| 8 | IREN |
IREN Ltd
|
131,115 | $5,995,888 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,409,108 | 849,779 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $78,547,261 | 835,787 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $76,439,242 | 765,081 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $71,522,590 | 749,163 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $68,857,550 | 754,686 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $59,220,933 | 756,527 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $53,311,549 | 720,329 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $44,078,642 | 680,121 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $52,189,689 | 708,233 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $65,597,911 | 906,800 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $103,923,224 | 1,510,512 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $89,884,036 | 1,637,232 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $94,795,486 | 1,672,468 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $88,182,043 | 1,683,506 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $144,244,119 | 1,732,454 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $125,063,861 | 1,740,140 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $110,494,869 | 1,748,890 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $128,315,856 | 1,521,953 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $130,877,343 | 1,556,211 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $117,377,871 | 1,611,448 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $114,866,583 | 1,577,621 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $91,208,587 | 1,399,334 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $87,278,220 | 1,645,517 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $34,869,525 | 962,449 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $33,350,504 | 988,456 | Shares | Defined | 2020-09-11 | |
| 2020-03-31 | $34,361,554 | 1,022,057 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||