Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$332,417,438
+$5,544,943 QoQ
Shares Held
3,602,660
+3.6% QoQ
Ownership
0.208%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#56
of 2,304 holders
Holding Since
Sep 2022
16 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, 2026Capital International Investors holds $2,739,225,927 across 11 Capital Markets names. SCHW ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
6,284,290 | $1,313,667,981 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
5,117,119 | $513,144,693 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
3,602,660 | $332,417,438 | |
| 4 | MRX |
Marex Group Ltd
|
3,264,364 | $198,962,985 | |
| 5 | EVR |
Evercore Inc.
|
324,747 | $110,881,615 | |
| 6 | TW |
Tradeweb Markets Inc.
|
931,495 | $92,832,791 | |
| 7 | FUTU |
Futu Holdings Ltd
|
888,482 | $83,286,302 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
406,531 | $54,528,003 |
All Filings in SCHW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $332,417,438 | 3,602,660 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $326,872,495 | 3,478,107 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $252,180,333 | 2,524,075 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $135,164,898 | 1,415,784 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $126,667,944 | 1,388,294 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $107,789,837 | 1,376,978 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $89,268,789 | 1,206,172 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $73,046,702 | 1,127,090 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $82,989,678 | 1,126,200 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $81,406,372 | 1,125,330 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $52,449,611 | 762,349 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $113,509,318 | 2,067,565 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $106,262,473 | 1,874,779 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $98,168,657 | 1,874,163 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $207,188,347 | 2,488,450 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $93,737,453 | 1,304,264 | Shares | Defined | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||