Utah Retirement Systems
PensionPosition in SCHW — Schwab Charles Corp
CIK 1548392
SALT LAKE CITY, UT
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,897,815
-$2,619,164 QoQ
Shares Held
248,161
-8.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#337
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, 2026Utah Retirement Systems holds $131,121,397 across 21 Capital Markets names. SCHW ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
43,783 | $44,280,812 | |
| 2 | MS |
Morgan Stanley
|
170,166 | $35,571,500 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
248,161 | $22,897,815 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
117,545 | $11,787,412 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
65,929 | $5,738,460 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
12,154 | $3,423,538 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
27,152 | $1,700,529 | |
| 8 | IREN |
IREN Ltd
|
16,851 | $770,596 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,897,815 | 248,161 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $25,516,979 | 271,515 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,171,922 | 281,973 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $26,915,857 | 281,930 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,152,678 | 275,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $21,503,281 | 274,697 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,307,853 | 247,370 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $15,980,201 | 246,570 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $18,103,422 | 245,670 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $18,589,209 | 256,970 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,693,296 | 257,170 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,003,343 | 255,070 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,423,359 | 254,470 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,188,170 | 270,870 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $22,477,702 | 269,970 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $19,582,418 | 272,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $17,132,520 | 271,170 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $22,643,136 | 268,570 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $22,948,367 | 272,870 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $19,832,146 | 272,270 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $21,768,005 | 298,970 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $17,244,672 | 264,570 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $14,648,056 | 276,170 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,031,538 | 221,682 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,428,940 | 220,182 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,368,898 | 219,182 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||