Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$26,489,609
-$579,920 QoQ
Shares Held
287,088
-0.3% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#316
of 2,304 holders
Holding Since
Mar 2020
26 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, 2026USS Investment Management Ltd holds $159,078,417 across 8 Capital Markets names. SCHW ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
49,477 | $50,039,553 | |
| 2 | MS |
Morgan Stanley
|
206,196 | $43,103,211 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
287,088 | $26,489,609 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
143,369 | $14,377,043 | |
| 5 | TW |
Tradeweb Markets Inc.
|
127,202 | $12,676,951 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
86,686 | $7,545,149 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
51,541 | $3,228,012 | |
| 8 | FUTU |
Futu Holdings Ltd
|
17,270 | $1,618,889 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,489,609 | 287,088 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $27,069,529 | 288,035 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $27,499,827 | 275,246 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,256,254 | 275,021 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,092,916 | 275,021 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $19,009,750 | 242,843 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,087,766 | 298,443 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,697,444 | 303,926 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,395,744 | 290,348 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $21,671,183 | 299,574 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,260,568 | 294,485 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,166,406 | 312,685 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,979,122 | 317,204 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,029,641 | 306,026 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,862,934 | 298,618 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $22,866,877 | 318,170 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $26,874,813 | 425,369 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $33,077,342 | 392,330 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $30,987,654 | 368,462 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,838,772 | 368,462 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $74,388,812 | 1,021,684 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $66,593,363 | 1,021,684 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $54,190,119 | 1,021,684 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $37,015,611 | 1,021,684 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $34,425,698 | 1,020,323 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $41,069,217 | 1,221,571 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||