Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,333,466
+$3,249,637 QoQ
Shares Held
205,719
+22.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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, 2026Empowered Funds, LLC holds $170,328,534 across 26 Capital Markets names. SCHW ranks #3 (11.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
59,672 | $50,481,907 | |
| 2 | MS |
Morgan Stanley
|
252,788 | $41,601,312 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
205,719 | $19,333,466 | |
| 4 | GOLD |
Gold.com, Inc.
|
277,029 | $11,103,321 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
24,339 | $7,321,897 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
98,580 | $6,831,592 | |
| 7 | MC |
Moelis & Co
|
96,426 | $5,496,282 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
106,775 | $4,695,962 |
All Filings in SCHW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,333,466 | 205,719 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $16,083,829 | 168,470 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $6,601,029 | 72,348 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $4,856,490 | 62,040 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $3,631,890 | 49,073 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $1,480,390 | 22,842 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $1,584,261 | 21,499 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $1,349,719 | 18,658 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $1,743,529 | 25,342 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,348,508 | 24,563 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $668,710 | 11,798 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $1,177,920 | 22,488 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $1,729,809 | 20,776 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $1,304,799 | 18,155 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $1,020,988 | 16,160 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,389,850 | 16,485 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $750,928 | 8,929 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||