Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$5,472,441
-$101,418 QoQ
Shares Held
59,309
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#619
of 2,304 holders
Holding Since
Sep 2020
24 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, 2026TOKIO MARINE ASSET MANAGEMENT CO LTD holds $31,388,471 across 7 Capital Markets names. SCHW ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
11,115 | $11,241,377 | |
| 2 | MS |
Morgan Stanley
|
43,373 | $9,066,691 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
59,309 | $5,472,441 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
30,583 | $3,066,863 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
12,534 | $1,090,959 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,555 | $1,001,372 | |
| 7 | TW |
Tradeweb Markets Inc.
|
4,503 | $448,768 |
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,472,441 | 59,309 | Shares | Defined | 2026-07-30 | |
| 2026-03-31 | $5,573,859 | 59,309 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $5,825,352 | 58,306 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $5,502,604 | 57,637 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $5,067,104 | 55,536 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,077,605 | 52,090 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,426,737 | 46,301 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $2,748,073 | 42,402 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $2,974,275 | 40,362 | Shares | Defined | 2024-07-26 | |
| 2024-03-31 | $2,769,102 | 38,279 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $2,407,587 | 34,994 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $1,844,694 | 33,601 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,734,408 | 30,600 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,485,758 | 28,365 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,065,514 | 24,808 | Shares | Defined | 2023-01-26 | |
| 2022-09-30 | $1,591,992 | 22,151 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,261,325 | 19,964 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $1,387,995 | 16,463 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,241,484 | 14,762 | Shares | Defined | 2022-01-26 | |
| 2021-09-30 | $1,001,841 | 13,754 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $880,127 | 12,088 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $827,916 | 12,702 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $976,943 | 18,419 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $241,400 | 6,663 | Shares | Defined | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||