Richard Bernstein Advisors LLC

Position in SCHW — Schwab Charles Corp

CIK 1528214 NEW YORK, NY

Position in SCHW

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$1,428,026

+$444,068 QoQ

Shares Held

15,195

-19.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Richard Bernstein Advisors LLC holds $5,542,946 across 4 Capital Markets names. SCHW ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,869	$1,581,155
2	SCHW	Schwab Charles Corp This page	15,195	$1,428,026
3	TW	Tradeweb Markets Inc.	11,169	$1,314,144
4	HLI	Houlihan Lokey, Inc.	8,492	$1,219,621

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,428,026	15,195	-19.1%	Shares	Sole	2026-04-22
2023-03-31	$983,958	18,785	0.0%	Shares	Sole	2023-05-12
2022-12-31	$1,564,039	18,785	0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,350,077	18,785	-30.9%	Shares	Sole	2022-11-14
2022-06-30	$1,717,106	27,178	0.0%	Shares	Sole	2022-08-02
2022-03-31	$2,291,377	27,178	0.0%	Shares	Sole	2022-05-12
2021-12-31	$2,285,669	27,178	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,979,645	27,178	+11.2%	Shares	Sole	2021-11-09
2021-06-30	$1,779,330	24,438	+106.9%	Shares	Sole	2021-08-05
2021-03-31	$769,840	11,811	0.0%	Shares	Sole	2021-05-14
2020-12-31	$626,455	11,811	0.0%	Shares	Sole	2021-02-09
2020-09-30	$427,912	11,811	0.0%	Shares	Sole	2020-11-12
2020-06-30	$398,503	11,811	-51.5%	Shares	Sole	2020-08-14
2020-03-31	$818,647	24,350	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.