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Voleon Capital Management LP

Position in SCHW — Schwab Charles Corp

CIK 1479847 BERKELEY, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$22,121,363
+$16,070,649 QoQ
Shares Held
239,746
+272.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#346
of 2,304 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority Sole 22% Shared 0% None 78%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Voleon Capital Management LP holds $150,160,661 across 19 Capital Markets names. SCHW ranks #3 (14.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SCHW
Schwab Charles Corp
This page
239,746 $22,121,363

All Filings in SCHW

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6 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,121,363 239,746
2026-03-31 $6,050,714 64,383
2025-12-31 $17,352,868 173,685
2025-09-30 $31,054,577 325,281
2025-06-30 $9,933,937 108,877
2025-03-31 $540,366 6,903