Connor, Clark & Lunn Investment Management Ltd.
Position in SCHW — Schwab Charles Corp
CIK 1596800
VANCOUVER, A1
Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$247,429,201
+$53,565,284 QoQ
Shares Held
2,681,578
+30.0% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#76
of 2,304 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Connor, Clark & Lunn Investment Management Ltd. holds $814,974,663 across 20 Capital Markets names. SCHW ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
2,681,578 | $247,429,201 | |
| 2 | MS |
Morgan Stanley
|
818,069 | $171,009,143 | |
| 3 | RIOT |
Riot Platforms, Inc.
|
3,393,623 | $92,917,397 | |
| 4 | GS |
Goldman Sachs Group Inc
|
66,897 | $67,657,618 | |
| 5 | WULF |
Terawulf Inc.
|
2,508,580 | $61,961,925 | |
| 6 | HUT |
Hut 8 Corp.
|
488,428 | $56,386,569 | |
| 7 | CLSK |
Cleanspark, Inc.
|
2,180,237 | $31,722,448 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
186,658 | $21,183,816 |
All Filings in SCHW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,429,201 | 2,681,578 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $193,863,917 | 2,062,821 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $157,228,666 | 1,573,703 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $34,389,439 | 360,212 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,558,537 | 148,603 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $473,515 | 6,049 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $993,288 | 13,421 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,510,302 | 162,171 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $14,241,255 | 193,259 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $844,207 | 11,670 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $7,255,748 | 132,163 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $47,213,419 | 832,982 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $77,619,250 | 1,481,849 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,599,460 | 31,221 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $45,661,742 | 635,338 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $53,344,390 | 844,324 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $78,463,185 | 930,651 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $86,857,470 | 1,032,788 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $63,358,198 | 869,827 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $72,381,877 | 994,120 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $43,761,526 | 671,395 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,151,496 | 266,808 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $8,290,510 | 228,830 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $17,074,824 | 507,877 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||