Chicago Partners Investment Group LLC
Position in SCHW — Schwab Charles Corp
CIK 1563525
CHICAGO, IL
Position in SCHW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,219,660
+$277,511 QoQ
Shares Held
34,259
+16.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Chicago Partners Investment Group LLC holds $18,002,188 across 17 Capital Markets names. SCHW ranks #3 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
106,904 | $3,664,669 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,981 | $3,367,886 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
34,259 | $3,219,660 | |
| 4 | MS |
Morgan Stanley
|
11,914 | $1,960,686 | |
| 5 | EVR |
Evercore Inc.
|
4,170 | $1,244,786 | |
| 6 | SF |
Stifel Financial Corp
|
12,108 | $895,023 | |
| 7 | TW |
Tradeweb Markets Inc.
|
6,618 | $778,673 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
3,905 | $644,246 |
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,219,660 | 34,259 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,942,149 | 29,448 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,897,132 | 30,346 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,425,980 | 26,589 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,896,176 | 24,223 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,799,627 | 24,316 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,784,608 | 27,536 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,420,642 | 32,849 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,394,526 | 33,101 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,218,524 | 32,246 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $1,779,748 | 32,418 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,409,348 | 24,865 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,309,866 | 25,007 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,493,184 | 17,934 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,198,935 | 16,682 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,028,759 | 16,283 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $831,296 | 9,860 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $833,935 | 9,916 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $860,240 | 11,810 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $930,511 | 12,780 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $816,379 | 12,525 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $428,457 | 8,078 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $281,905 | 7,781 | Shares | Sole | 2020-11-06 | |
| No filing history on record for this holder in this stock. | ||||||