Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$215,872
-$24,011 QoQ
Shares Held
2,297
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Asset Management Group, Inc. holds $5,079,525 across 2 Capital Markets names. SCHW ranks #2 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PJT |
PJT Partners Inc.
|
34,810 | $4,863,653 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
2,297 | $215,872 |
All Filings in SCHW
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $215,872 | 2,297 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $239,883 | 2,401 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $228,650 | 2,395 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $217,881 | 2,388 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||