Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$142,485,455
+$9,658,729 QoQ
Shares Held
1,544,223
+9.3% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#120
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 69%
Shared 4%
None 27%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $555,499,131 across 37 Capital Markets names. SCHW ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
184,881 | $186,983,095 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
1,544,223 | $142,485,455 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
623,764 | $62,551,053 | |
| 4 | MS |
Morgan Stanley
|
278,616 | $58,241,886 | |
| 5 | EVR |
Evercore Inc.
|
73,252 | $25,011,162 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
413,335 | $20,658,482 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
199,110 | $11,860,981 | |
| 8 | SF |
Stifel Financial Corp
|
115,575 | $8,063,666 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,485,455 | 1,544,223 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $132,826,726 | 1,413,351 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $111,224,706 | 1,113,249 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $105,239,063 | 1,102,326 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $100,670,840 | 1,103,363 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $86,748,565 | 1,108,183 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $79,973,725 | 1,080,580 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $70,423,582 | 1,086,616 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $72,500,274 | 983,855 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $74,941,635 | 1,035,964 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $68,801,169 | 1,000,017 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $50,015,821 | 911,035 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $57,555,252 | 1,015,442 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $62,032,795 | 1,184,284 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $79,247,117 | 951,803 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $25,292,849 | 351,925 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21,317,121 | 337,403 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $9,758,292 | 115,743 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $10,041,876 | 119,404 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,595,143 | 35,628 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $2,655,162 | 36,467 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $2,928,211 | 44,925 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,350,716 | 25,466 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $764,996 | 21,115 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $588,931 | 17,455 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $425,864 | 12,667 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||