Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$37,297,654
-$3,485,608 QoQ
Shares Held
396,868
-2.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MetLife Investment Management, LLC holds $237,773,924 across 34 Capital Markets names. SCHW ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
70,698 | $59,809,801 | |
| 2 | MS |
Morgan Stanley
|
279,988 | $46,077,625 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
396,868 | $37,297,654 | |
| 4 | LAZ |
Lazard, Inc.
|
344,313 | $14,626,416 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
188,733 | $13,079,196 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
957,259 | $11,831,721 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
104,824 | $7,030,545 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
161,340 | $6,658,501 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2024-02-14 | |
| 2023-09-30 | $20,187,333 | 367,711 | Shares | Defined | 2024-05-09 | |
| 2023-06-30 | $21,375,161 | 377,120 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $22,377,993 | 427,224 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $35,956,580 | 431,859 | Shares | Defined | 2023-03-23 | |
| 2022-09-30 | $31,637,677 | 440,207 | Shares | Defined | 2023-03-23 | |
| 2022-06-30 | $27,870,340 | 441,126 | Shares | Defined | 2023-03-23 | |
| 2022-03-31 | $34,490,209 | 409,088 | Shares | Defined | 2023-03-23 | |
| 2021-12-31 | $27,934,571 | 332,159 | Shares | Defined | 2023-03-23 | |
| 2021-09-30 | $26,879,271 | 369,018 | Shares | Defined | 2023-03-23 | |
| 2021-06-30 | $25,318,512 | 347,734 | Shares | Defined | 2023-03-23 | |
| 2021-03-31 | $25,066,142 | 384,568 | Shares | Defined | 2023-03-23 | |
| 2020-12-31 | $19,214,429 | 362,263 | Shares | Defined | 2023-03-23 | |
| 2020-09-30 | $10,653,576 | 294,054 | Shares | Defined | 2023-03-23 | |
| 2020-06-30 | $10,110,798 | 299,668 | Shares | Defined | 2023-03-23 | |
| 2020-03-31 | $9,907,612 | 294,694 | Shares | Defined | 2023-03-23 | |
| No filing history on record for this holder in this stock. | ||||||