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Equibles

Savant Capital, LLC

Position in SCHW — Schwab Charles Corp

CIK 1482880 ROCKFORD, IL
Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$5,629,300
+$2,891,193 QoQ
Shares Held
61,009
+109.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#616
of 2,313 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 57% Shared 28% None 15%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Savant Capital, LLC holds $42,292,506 across 17 Capital Markets names. SCHW ranks #3 (13.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MS
Morgan Stanley
 87,237 $18,236,022
2 GS
Goldman Sachs Group Inc
 10,893 $11,016,853
3 SCHW
Schwab Charles Corp
This page 		61,009 $5,629,300
4 SBET
Sharplink, Inc.
 431,890 $2,073,072
5 HOOD
Robinhood Markets, Inc.
 11,250 $1,128,150
6 NMR
Nomura Holdings Inc
 99,877 $876,920
7 MRX
Marex Group Ltd
 10,841 $660,758
8 VIRT
Virtu Financial, Inc.
 10,511 $626,140

All Filings in SCHW

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,629,300 61,009
2026-03-31 $2,738,107 29,135
2025-12-31 $2,280,545 22,826
2025-09-30 $2,135,759 22,371
2025-06-30 $1,914,032 20,978
2025-03-31 $1,437,847 18,368
2024-12-31 $2,110,543 28,517
2024-09-30 $1,395,748 21,536
2024-06-30 $1,188,840 16,133
2024-03-31 $856,216 11,836
2023-12-31 $1,264,888 18,385
2023-09-30 $470,383 8,568
2023-06-30 $483,877 8,537
2023-03-31 $397,511 7,589
2022-12-31 $471,168 5,659
2022-09-30 $375,808 5,229
2022-06-30 $328,662 5,202
2022-03-31 $461,850 5,478
2021-12-31 $454,392 5,403
2021-09-30 $671,074 9,213
2021-06-30 $232,700 3,196
2021-03-31 $203,557 3,123