Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$51,129,575
+$959,386 QoQ
Shares Held
554,130
+3.8% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#216
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, 2026Crossmark Global Holdings, Inc. holds $130,552,373 across 17 Capital Markets names. SCHW ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
554,130 | $51,129,575 | |
| 2 | MS |
Morgan Stanley
|
206,921 | $43,254,765 | |
| 3 | GS |
Goldman Sachs Group Inc
|
15,056 | $15,227,186 | |
| 4 | XP |
XP Inc.
|
389,125 | $6,327,172 | |
| 5 | EVR |
Evercore Inc.
|
8,637 | $2,949,017 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
27,303 | $2,737,944 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
44,972 | $2,678,982 | |
| 8 | NMR |
Nomura Holdings Inc
|
176,939 | $1,553,524 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,129,575 | 554,130 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $50,170,189 | 533,839 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $46,497,114 | 465,390 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $35,356,073 | 370,337 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $28,456,569 | 311,887 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $20,332,290 | 259,738 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $19,472,252 | 263,103 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $16,384,032 | 252,801 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $17,252,671 | 234,125 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $16,713,577 | 231,042 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,786,638 | 98,643 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,547,973 | 101,056 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,857 | 103,965 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,520,731 | 200,854 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $16,481,066 | 197,947 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $13,695,115 | 190,554 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $11,927,941 | 188,793 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $15,548,449 | 184,420 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $18,000,090 | 214,032 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $16,439,331 | 225,691 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $11,470,632 | 157,542 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $10,461,845 | 160,507 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $8,807,981 | 166,063 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $10,975,190 | 302,931 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $10,433,184 | 309,223 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $10,406,902 | 309,545 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||