Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,795,235
-$274,297 QoQ
Shares Held
51,024
+0.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Allworth Financial LP holds $38,608,993 across 48 Capital Markets names. SCHW ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
91,496 | $15,057,496 | |
| 2 | GS |
Goldman Sachs Group Inc
|
11,381 | $9,628,212 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
51,024 | $4,795,235 | |
| 4 | TW |
Tradeweb Markets Inc.
|
17,763 | $2,089,994 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6,503 | $1,956,297 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
14,564 | $1,009,285 | |
| 7 | SF |
Stifel Financial Corp
|
6,928 | $512,117 | |
| 8 | EVR |
Evercore Inc.
|
1,513 | $451,645 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,795,235 | 51,024 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,069,532 | 50,741 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,940,763 | 51,752 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,867,754 | 42,391 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,593,494 | 33,131 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,358,476 | 31,867 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,642,674 | 25,346 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,003,925 | 27,194 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,620,804 | 36,229 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,789,418 | 26,009 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,013,399 | 18,459 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,015,818 | 17,922 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $712,368 | 13,600 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $956,324 | 11,486 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,370,201 | 19,065 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,166,618 | 18,465 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $2,115,169 | 25,088 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,812,355 | 21,550 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,881,967 | 25,837 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,622,425 | 22,283 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,328,172 | 20,377 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $115,839 | 2,184 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $18,875 | 521 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $13,765 | 408 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $770,469 | 22,917 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||