NEUBERGER BERMAN GROUP LLC

Position in SCHW — Schwab Charles Corp

CIK 1465109 NEW YORK, NY

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$257,274,572

+$16,295,250 QoQ

Shares Held

2,737,546

+13.5% QoQ

Ownership

0.157%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 84.32541407523381.ToString("F0")% Shared 0.ToString("F0")% None 15.674585924766196.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

NEUBERGER BERMAN GROUP LLC holds $1,865,601,603 across 36 Capital Markets names. SCHW ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	2,383,354	$392,228,566
2	GS	Goldman Sachs Group Inc	354,334	$299,763,020
3	SCHW	Schwab Charles Corp This page	2,737,546	$257,274,572
4	IBKR	Interactive Brokers Group, Inc.	3,733,048	$250,375,528
5	HOOD	Robinhood Markets, Inc.	2,663,244	$184,562,809
6	MKTX	Marketaxess Holdings Inc	966,029	$159,375,463
7	HLI	Houlihan Lokey, Inc.	610,943	$87,743,633
8	TW	Tradeweb Markets Inc.	632,790	$74,454,071

All Filings in SCHW

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$257,274,572	2,737,546	+13.5%	Shares	Defined	2026-05-14
2025-12-31	$240,979,322	2,411,964	+22.1%	Shares	Defined	2026-02-13
2025-09-30	$188,581,222	1,975,293	-30.9%	Shares	Defined	2025-11-12
2025-06-30	$260,694,394	2,857,238	+0.0%	Shares	Defined	2025-08-25
2025-03-31	$223,590,694	2,856,294	+67.5%	Shares	Defined	2025-05-13
2024-12-31	$126,204,589	1,705,237	+431.0%	Shares	Defined	2025-02-13
2024-09-30	$20,813,018	321,139	-3.2%	Shares	Defined	2024-11-14
2024-06-30	$24,443,782	331,711	-34.5%	Shares	Defined	2024-11-14
2024-03-31	$36,621,473	506,241	-12.3%	Shares	Defined	2024-11-14
2023-12-31	$39,731,104	577,487	-3.1%	Shares	Defined	2024-11-14
2023-09-30	$32,701,513	595,656	+0.2%	Shares	Defined	2023-11-14
2023-06-30	$33,681,239	594,235	+14.2%	Shares	Defined	2023-08-11
2023-03-31	$27,257,241	520,375	-21.9%	Shares	Defined	2023-05-12
2022-12-31	$55,479,134	666,336	-18.4%	Shares	Defined	2023-02-13
2022-09-30	$58,675,026	816,405	-1.6%	Shares	Defined	2022-11-15
2022-06-30	$52,439,588	830,003	-50.5%	Shares	Defined	2022-08-15
2022-03-31	$141,496,376	1,678,287	+3.7%	Shares	Defined	2022-05-23
2021-12-31	$136,078,256	1,618,053	+4.7%	Shares	Defined	2022-02-11
2021-09-30	$112,537,289	1,544,993	+6.5%	Shares	Defined	2021-11-12
2021-06-30	$105,621,316	1,450,643	-5.5%	Shares	Defined	2021-08-13
2021-03-31	$100,097,968	1,535,716	+32.3%	Shares	Defined	2021-05-13
2020-12-31	$61,575,832	1,160,932	+9.1%	Shares	Defined	2021-02-10
2020-09-30	$38,559,407	1,064,295	-13.0%	Shares	Defined	2020-11-12
2020-03-31	$41,151,181	1,224,009	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.