Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,340,425
+$1,055,883 QoQ
Shares Held
35,544
+55.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
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")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026BROWN BROTHERS HARRIMAN & CO holds $103,005,350 across 18 Capital Markets names. SCHW ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
146,193 | $43,979,240 | |
| 2 | TW |
Tradeweb Markets Inc.
|
351,431 | $41,349,371 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,688 | $6,503,971 | |
| 4 | MS |
Morgan Stanley
|
34,887 | $5,741,353 | |
| 5 | SCHW |
Schwab Charles Corp
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|
35,544 | $3,340,425 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
10,670 | $739,431 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
8,484 | $569,021 | |
| 8 | PJT |
PJT Partners Inc.
|
3,036 | $424,189 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,340,425 | 35,544 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,284,542 | 22,866 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,455,917 | 15,250 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,248,345 | 13,682 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $653,246 | 8,345 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $684,296 | 9,246 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $515,822 | 7,959 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,290,238 | 17,509 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,283,022 | 17,736 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,153,646 | 31,303 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,627,239 | 47,855 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,053,794 | 18,592 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,348,104 | 25,737 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,236,197 | 26,858 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,058,213 | 28,638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,603,382 | 25,378 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $2,528,541 | 29,991 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,409,549 | 28,651 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,092,620 | 28,729 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,480,736 | 20,337 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,214,042 | 18,626 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $982,566 | 18,525 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $626,561 | 17,294 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $594,195 | 17,611 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $525,009 | 15,616 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||