Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,050,714
-$11,302,154 QoQ
Shares Held
64,383
-62.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 5.746858642809437.ToString("F0")%
Shared 0.ToString("F0")%
None 94.25314135719056.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Voleon Capital Management LP holds $117,257,856 across 18 Capital Markets names. SCHW ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
425,107 | $29,459,915 | |
| 2 | MS |
Morgan Stanley
|
168,700 | $27,762,959 | |
| 3 | SF |
Stifel Financial Corp
|
262,464 | $19,401,338 | |
| 4 | IREN |
IREN Ltd
|
369,104 | $12,652,885 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
64,383 | $6,050,714 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
27,291 | $3,919,533 | |
| 7 | PJT |
PJT Partners Inc.
|
27,777 | $3,881,002 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
38,272 | $3,651,531 |
All Filings in SCHW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,050,714 | 64,383 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $17,352,868 | 173,685 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $31,054,577 | 325,281 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $9,933,937 | 108,877 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $540,366 | 6,903 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||