Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.
Broker-DealerPosition in SCHW — Schwab Charles Corp
CIK 1545545
TOKYO, M0
Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$63,850
-$122,700 QoQ
Shares Held
692
-65.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,058
of 2,304 holders
Holding Since
Mar 2022
7 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, 2026Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. holds $284,201 across 4 Capital Markets names. SCHW ranks #4 (22.5% of the industry book) .
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,850 | 692 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $186,550 | 1,985 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $306,623 | 3,069 | Shares | Defined | 2026-02-10 | |
| 2022-12-31 | $1 | 10 | Shares | Defined | 2023-01-24 | |
| 2022-09-30 | $1,437 | 20 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $1,263 | 20 | Shares | Defined | 2022-08-02 | |
| 2022-03-31 | $1,686 | 20 | Shares | Defined | 2022-05-04 | |
| No filing history on record for this holder in this stock. | ||||||