Position in SCHW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,738,107
+$457,562 QoQ
Shares Held
29,135
+27.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 45%
Shared 39%
None 16%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Savant Capital, LLC holds $20,123,316 across 11 Capital Markets names. SCHW ranks #3 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
44,108 | $7,258,853 | |
| 2 | GS |
Goldman Sachs Group Inc
|
8,251 | $6,980,263 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
29,135 | $2,738,107 | |
| 4 | SBET |
Sharplink, Inc.
|
215,945 | $1,392,845 | |
| 5 | NMR |
Nomura Holdings Inc
|
55,488 | $437,800 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
5,513 | $382,050 | |
| 7 | EVR |
Evercore Inc.
|
851 | $254,032 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
5,212 | $229,223 |
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,738,107 | 29,135 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,280,545 | 22,826 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,135,759 | 22,371 | Shares | Sole | 2026-03-04 | |
| 2025-06-30 | $1,914,032 | 20,978 | Shares | Sole | 2026-03-04 | |
| 2025-03-31 | $1,437,847 | 18,368 | Shares | Sole | 2026-03-04 | |
| 2024-12-31 | $2,110,543 | 28,517 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,395,748 | 21,536 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,188,840 | 16,133 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $856,216 | 11,836 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,264,888 | 18,385 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $470,383 | 8,568 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $483,877 | 8,537 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $397,511 | 7,589 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $471,168 | 5,659 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $375,808 | 5,229 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $328,662 | 5,202 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $461,850 | 5,478 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $454,392 | 5,403 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $671,074 | 9,213 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $232,700 | 3,196 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $203,557 | 3,123 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||