Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,010,143
+$233,862 QoQ
Shares Held
86,812
+4.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#541
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, 2026Meiji Yasuda Asset Management Co Ltd. holds $16,747,104 across 7 Capital Markets names. SCHW ranks #1 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
86,812 | $8,010,143 | |
| 2 | TW |
Tradeweb Markets Inc.
|
42,746 | $4,260,066 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,995 | $2,017,683 | |
| 4 | MS |
Morgan Stanley
|
7,600 | $1,588,704 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,196 | $320,494 | |
| 6 | EVR |
Evercore Inc.
|
892 | $304,564 | |
| 7 | SF |
Stifel Financial Corp
|
3,518 | $245,450 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,010,143 | 86,812 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,776,281 | 82,744 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $8,724,141 | 87,320 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $8,437,447 | 88,378 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,288,424 | 90,842 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,983,491 | 114,761 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $5,902,963 | 79,759 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $4,926,143 | 76,009 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $5,590,049 | 75,859 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $5,242,552 | 72,471 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,883,424 | 70,980 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,901,688 | 71,069 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,702,337 | 65,320 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,279,288 | 81,697 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $7,742,763 | 92,995 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,544,193 | 104,970 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $6,854,587 | 108,493 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $9,076,983 | 107,662 | Shares | Defined | 2022-05-17 | |
| 2021-12-31 | $7,809,441 | 92,859 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,763,558 | 92,855 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,763,466 | 92,892 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $6,412,669 | 98,384 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,345,089 | 81,921 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,076,108 | 84,905 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,195,684 | 94,715 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,988,649 | 88,895 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||