NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC

Position in SCHW — Schwab Charles Corp

CIK 1629649 MILWAUKEE, WI

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Position in SCHW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,836,332

-$186,523 QoQ

Shares Held

52,415

-1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#651

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, 2026

NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC holds $35,075,732 across 9 Capital Markets names. SCHW ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,458	$9,565,537
2	MS	Morgan Stanley	38,433	$8,034,034
3	SCHW	Schwab Charles Corp This page	52,415	$4,836,332
4	EVR	Evercore Inc.	8,701	$2,970,869
5	HOOD	Robinhood Markets, Inc.	25,366	$2,543,702
6	SF	Stifel Financial Corp	34,507	$2,407,553
7	JEF	Jefferies Financial Group Inc.	36,788	$1,838,664
8	HLI	Houlihan Lokey, Inc.	12,196	$1,635,849

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,836,332	52,415	-1.9%	Shares	Defined	2026-08-12
2026-03-31	$5,022,855	53,446	+0.1%	Shares	Defined	2026-05-08
2025-12-31	$5,332,196	53,370	-1.9%	Shares	Defined	2026-02-05
2025-09-30	$5,192,040	54,384	-0.2%	Shares	Defined	2025-11-07
2025-06-30	$4,971,302	54,486	+0.5%	Shares	Defined	2025-08-12
2025-03-31	$4,242,776	54,200	+14.2%	Shares	Defined	2025-05-14
2024-12-31	$3,512,884	47,465	+0.2%	Shares	Defined	2025-02-11
2024-09-30	$3,068,623	47,348	-0.3%	Shares	Defined	2024-11-13
2024-06-30	$3,501,085	47,511	+0.6%	Shares	Defined	2024-08-15
2024-03-31	$3,416,184	47,224	+0.2%	Shares	Defined	2024-05-15
2023-12-31	$3,240,961	47,107	+0.4%	Shares	Defined	2024-02-13
2023-09-30	$2,576,731	46,935	+0.1%	Shares	Defined	2023-11-14
2023-06-30	$2,656,988	46,877	-2.2%	Shares	Defined	2023-08-14
2023-03-31	$2,511,463	47,947	+0.3%	Shares	Defined	2023-05-15
2022-12-31	$3,980,410	47,807	-15.7%	Shares	Defined	2023-02-21
2022-09-30	$4,076,035	56,714	-17.9%	Shares	Defined	2022-11-14
2022-06-30	$4,363,716	69,068	+1.9%	Shares	Defined	2022-08-04
2022-03-31	$5,715,374	67,790	+0.2%	Shares	Defined	2022-05-09
2021-12-31	$5,688,019	67,634	-0.8%	Shares	Defined	2022-02-03
2021-09-30	$4,966,449	68,183	+0.1%	Shares	Defined	2021-11-15
2021-06-30	$4,959,161	68,111	+0.4%	Shares	Defined	2021-08-13
2021-03-31	$4,422,006	67,843	-17.1%	Shares	Defined	2021-05-14
2020-12-31	$4,341,960	81,862	+30.1%	Shares	Defined	2021-02-12
2020-09-30	$2,280,424	62,943	0.0%	Shares	Defined	2020-11-13
2020-06-30	$2,123,696	62,943	+5.6%	Shares	Defined	2020-08-14
2020-03-31	$2,003,415	59,590	—	Shares	Defined	2020-05-08
No filing history on record for this holder in this stock.