Metis Global Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1594916 San Diego, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$5,870,586

-$875,862 QoQ

Shares Held

63,624

-11.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#603

of 2,304 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Metis Global Partners, LLC holds $31,734,191 across 5 Capital Markets names. SCHW ranks #3 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,076	$12,213,304
2	MS	Morgan Stanley	48,640	$10,167,705
3	SCHW	Schwab Charles Corp This page	63,624	$5,870,586
4	HOOD	Robinhood Markets, Inc.	25,497	$2,556,839
5	IBKR	Interactive Brokers Group, Inc.	10,636	$925,757

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,870,586	63,624	-11.4%	Shares	Sole	2026-08-10
2026-03-31	$6,746,448	71,786	-10.3%	Shares	Sole	2026-05-07
2025-12-31	$7,991,800	79,990	-9.8%	Shares	Sole	2026-02-11
2025-09-30	$8,468,189	88,700	-5.0%	Shares	Sole	2025-11-06
2025-06-30	$8,515,976	93,336	-7.6%	Shares	Sole	2025-08-06
2025-03-31	$7,907,689	101,018	+24.3%	Shares	Sole	2025-05-07
2024-12-31	$6,016,420	81,292	+6.5%	Shares	Sole	2025-02-05
2024-09-30	$4,945,132	76,302	+4.4%	Shares	Sole	2024-11-06
2024-06-30	$5,385,117	73,078	+1.1%	Shares	Sole	2024-08-06
2024-03-31	$5,226,926	72,255	+0.5%	Shares	Sole	2024-05-06
2023-12-31	$4,945,206	71,878	-5.4%	Shares	Sole	2024-02-06
2023-09-30	$4,173,278	76,016	+14.0%	Shares	Sole	2023-11-07
2023-06-30	$3,778,912	66,671	+2.9%	Shares	Sole	2023-08-07
2023-03-31	$3,392,285	64,763	+33.6%	Shares	Sole	2023-05-08
2022-12-31	$4,036,361	48,479	+62.6%	Shares	Sole	2023-02-07
2022-09-30	$2,142,229	29,807	+14.9%	Shares	Sole	2022-11-08
2022-06-30	$1,639,584	25,951	+10.8%	Shares	Sole	2022-08-08
2022-03-31	$1,974,287	23,417	+78.1%	Shares	Sole	2022-05-03
2021-12-31	$1,105,746	13,148	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.