Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$12,939,575
-$711,113 QoQ
Shares Held
140,236
-3.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#451
of 2,304 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, 2026BANQUE PICTET & CIE SA holds $60,599,977 across 7 Capital Markets names. SCHW ranks #3 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
177,992 | $17,738,682 | |
| 2 | MS |
Morgan Stanley
|
79,584 | $16,636,239 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
140,236 | $12,939,575 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
96,599 | $9,686,947 | |
| 5 | GS |
Goldman Sachs Group Inc
|
3,225 | $3,261,668 | |
| 6 | EVR |
Evercore Inc.
|
646 | $220,570 | |
| 7 | BTBT |
Bit Digital, Inc
|
64,609 | $116,296 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,939,575 | 140,236 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $13,650,688 | 145,251 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $14,260,254 | 142,731 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $13,607,625 | 142,533 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $13,066,206 | 143,207 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $11,311,773 | 144,504 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $11,325,750 | 153,030 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $9,884,821 | 152,520 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $10,632,287 | 144,284 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $9,554,377 | 132,076 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,387,966 | 136,453 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,424,284 | 98,803 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $6,022,533 | 106,255 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,127,373 | 97,888 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $6,504,687 | 78,125 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,184,268 | 99,962 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $6,417,887 | 101,581 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $8,714,787 | 103,366 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $9,732,388 | 115,724 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,962,629 | 95,588 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $7,387,593 | 101,464 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $6,619,745 | 101,561 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $5,611,791 | 105,803 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,166,232 | 114,994 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $3,557,916 | 105,451 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,218,839 | 125,486 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||