Horizon Investments, LLC

Position in SCHW — Schwab Charles Corp

CIK 1560717 Charlotte, NC

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$13,804,145

+$838,665 QoQ

Shares Held

149,606

+8.4% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#436

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Horizon Investments, LLC holds $68,806,621 across 16 Capital Markets names. SCHW ranks #1 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	149,606	$13,804,145
2	GS	Goldman Sachs Group Inc	10,407	$10,525,327
3	MS	Morgan Stanley	49,564	$10,360,858
4	EVR	Evercore Inc.	24,521	$8,372,450
5	SNEX	StoneX Group Inc.	78,272	$6,183,448
6	IBKR	Interactive Brokers Group, Inc.	54,576	$4,750,295
7	VIRT	Virtu Financial, Inc.	71,343	$4,249,902
8	BGC	BGC Group, Inc.	369,782	$3,952,969

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,804,145	149,606	+8.4%	Shares	Sole	2026-08-13
2026-03-31	$12,965,480	137,960	+41.0%	Shares	Sole	2026-05-15
2025-12-31	$9,777,891	97,867	-37.2%	Shares	Sole	2026-02-02
2025-09-30	$14,870,598	155,762	+46.4%	Shares	Sole	2025-11-14
2025-06-30	$9,707,206	106,392	+257.3%	Shares	Sole	2025-08-14
2025-03-31	$2,331,100	29,779	+16.2%	Shares	Sole	2025-05-13
2024-12-31	$1,896,432	25,624	+1.7%	Shares	Sole	2025-02-10
2024-09-30	$1,633,600	25,206	-8.8%	Shares	Sole	2024-11-13
2024-06-30	$2,035,907	27,628	+8.9%	Shares	Sole	2024-08-09
2024-03-31	$1,835,410	25,372	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$1,738,507	25,269	+147.3%	Shares	Sole	2024-02-14
2023-09-30	$560,858	10,216	-2.5%	Shares	Sole	2023-11-14
2023-06-30	$594,063	10,481	+6.5%	Shares	Sole	2023-08-14
2023-03-31	$515,314	9,838	-38.7%	Shares	Sole	2023-05-15
2022-12-31	$1,335,906	16,045	+213.6%	Shares	Sole	2023-02-14
2022-09-30	$367,686	5,116	-58.4%	Shares	Sole	2022-11-14
2022-06-30	$777,050	12,299	-65.6%	Shares	Sole	2022-08-12
2022-03-31	$3,017,201	35,787	+213.5%	Shares	Sole	2022-05-16
2021-12-31	$959,917	11,414	+4.8%	Shares	Sole	2022-02-15
2021-09-30	$793,081	10,888	-2.1%	Shares	Sole	2021-11-15
2021-06-30	$809,865	11,123	-82.1%	Shares	Sole	2021-08-13
2021-03-31	$4,058,758	62,270	+316.7%	Shares	Sole	2021-05-14
2020-12-31	$792,523	14,942	+69.4%	Shares	Sole	2021-02-16
2020-09-30	$319,548	8,820	-46.8%	Shares	Sole	2020-11-16
2020-06-30	$559,409	16,580	+39.5%	Shares	Sole	2020-08-13
2020-03-31	$399,506	11,883	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.