Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$34,952,614
-$2,345,040 QoQ
Shares Held
378,808
-4.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#278
of 2,309 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, 2026MetLife Investment Management, LLC holds $280,655,757 across 40 Capital Markets names. SCHW ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
67,385 | $68,151,167 | |
| 2 | MS |
Morgan Stanley
|
272,972 | $57,062,066 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
378,808 | $34,952,614 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
205,615 | $20,619,072 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
738,812 | $20,228,672 | |
| 6 | LAZ |
Lazard, Inc.
|
326,564 | $13,696,094 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
108,533 | $9,446,712 | |
| 8 | HUT |
Hut 8 Corp.
|
60,133 | $6,942,054 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,952,614 | 378,808 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $37,297,654 | 396,868 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $40,783,262 | 408,200 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $41,093,056 | 430,429 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $40,324,339 | 441,959 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $35,146,310 | 448,982 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $29,766,007 | 402,189 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $25,612,976 | 395,201 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $29,851,597 | 405,097 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $25,199,421 | 348,347 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $24,848,014 | 361,163 | Shares | Defined | 2024-04-22 | |
| 2023-09-30 | $20,187,333 | 367,711 | Shares | Defined | 2024-05-09 | |
| 2023-06-30 | $21,375,161 | 377,120 | Shares | Defined | 2024-04-29 | |
| 2023-03-31 | $22,377,993 | 427,224 | Shares | Defined | 2024-05-09 | |
| 2022-12-31 | $35,956,580 | 431,859 | Shares | Defined | 2024-05-10 | |
| 2022-09-30 | $31,637,677 | 440,207 | Shares | Defined | 2024-05-10 | |
| 2022-06-30 | $27,870,340 | 441,126 | Shares | Defined | 2024-05-10 | |
| 2022-03-31 | $34,490,209 | 409,088 | Shares | Defined | 2024-05-10 | |
| 2021-12-31 | $27,934,571 | 332,159 | Shares | Defined | 2024-05-17 | |
| 2021-09-30 | $24,697,640 | 339,067 | Shares | Defined | 2024-05-17 | |
| 2021-06-30 | $25,318,512 | 347,734 | Shares | Defined | 2024-05-17 | |
| 2021-03-31 | $23,244,621 | 356,622 | Shares | Defined | 2024-05-17 | |
| 2020-12-31 | $19,214,429 | 362,263 | Shares | Defined | 2024-05-24 | |
| 2020-09-30 | $10,653,576 | 294,054 | Shares | Defined | 2024-05-24 | |
| 2020-06-30 | $10,110,798 | 299,668 | Shares | Defined | 2024-05-24 | |
| 2020-03-31 | $9,907,612 | 294,694 | Shares | Defined | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||