Position in SCHW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,601,500
-$382,309 QoQ
Shares Held
38,322
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 97.36443818172329.ToString("F0")%
Shared 0.ToString("F0")%
None 2.635561818276708.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Vontobel Holding Ltd. holds $147,266,904 across 25 Capital Markets names. SCHW ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
51,283 | $43,384,902 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
413,630 | $28,664,558 | |
| 3 | MS |
Morgan Stanley
|
152,600 | $25,113,379 | |
| 4 | BMNR |
Bitmine Immersion Technologies, Inc.
|
840,605 | $16,627,166 | |
| 5 | FUTU |
Futu Holdings Ltd
|
78,360 | $10,716,513 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
69,568 | $6,637,482 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
38,322 | $3,601,500 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
34,904 | $2,341,010 |
All Filings in SCHW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,601,500 | 38,322 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,983,809 | 39,874 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,559,691 | 37,286 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $2,626,706 | 28,789 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $2,375,562 | 30,347 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $3,068,972 | 41,467 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $2,882,359 | 44,474 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $3,663,423 | 49,714 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,744,534 | 51,763 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $3,614,339 | 52,534 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $2,834,321 | 51,627 | Shares | Defined | 2024-06-04 | |
| 2023-06-30 | $2,927,464 | 51,649 | Shares | Defined | 2024-06-04 | |
| 2023-03-31 | $2,775,982 | 52,997 | Shares | Defined | 2024-06-04 | |
| 2022-12-31 | $4,564,145 | 54,818 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,305,155 | 45,988 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $2,953,411 | 46,746 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $1,755,502 | 20,822 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,629,016 | 19,370 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,399,619 | 19,215 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $1,289,756 | 17,714 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $1,176,172 | 18,045 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $723,995 | 13,650 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||