Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$816,127
-$313,981 QoQ
Shares Held
8,845
-26.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,297
of 2,304 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, 2026Johnson Financial Group, Inc. holds $1,684,350 across 8 Capital Markets names. SCHW ranks #1 (48.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
8,845 | $816,127 | |
| 2 | MS |
Morgan Stanley
|
2,617 | $547,057 | |
| 3 | SF |
Stifel Financial Corp
|
2,530 | $176,518 | |
| 4 | GS |
Goldman Sachs Group Inc
|
125 | $126,420 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
75 | $7,521 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
181 | $5,558 | |
| 7 | IREN |
IREN Ltd
|
62 | $2,835 | |
| 8 | PIPR |
Piper Sandler Companies
|
32 | $2,314 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $816,127 | 8,845 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,130,108 | 12,025 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,093,514 | 10,945 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,624,326 | 17,014 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $907,929 | 9,951 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $978,969 | 12,506 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $857,257 | 11,583 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,144,738 | 17,663 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,280,946 | 58,094 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,737,968 | 24,025 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,660,487 | 24,135 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,443,485 | 26,293 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,504,797 | 26,549 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,454,644 | 27,771 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $267,847 | 3,217 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $231,205 | 3,217 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $500,006 | 7,914 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $581,823 | 6,901 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $641,094 | 7,623 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $269,799 | 3,704 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $286,070 | 3,929 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $908,283 | 13,935 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $949,999 | 17,911 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $50,722 | 1,400 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $68,424 | 2,028 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $415,441 | 12,357 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||