Position in SCHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$326,872,495
+$74,692,162 QoQ
Shares Held
3,478,107
+37.8% QoQ
Ownership
0.200%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Capital International Investors holds $1,994,916,546 across 8 Capital Markets names. SCHW ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
7,157,310 | $1,177,878,506 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
3,478,107 | $326,872,495 | |
| 3 | MRX |
Marex Group Ltd
|
3,488,093 | $155,499,185 | |
| 4 | FUTU |
Futu Holdings Ltd
|
945,785 | $129,345,556 | |
| 5 | TW |
Tradeweb Markets Inc.
|
929,461 | $109,360,381 | |
| 6 | EVR |
Evercore Inc.
|
155,769 | $46,498,604 | |
| 7 | TIGR |
UP Fintech Holding Ltd
|
5,275,976 | $33,238,648 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
112,959 | $16,223,171 |
All Filings in SCHW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||