Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$59,789,793
-$65,206,408 QoQ
Shares Held
636,197
-49.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 53.748917395083595.ToString("F0")%
Shared 0.ToString("F0")%
None 46.2510826049164.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Sep 30, 2021CallValue
$87,408
CallShares
1,200
PutValue
$87,408
PutShares
1,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Man Group plc holds $400,547,152 across 33 Capital Markets names. SCHW ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
85,733 | $72,529,260 | |
| 2 | MS |
Morgan Stanley
|
378,939 | $62,361,990 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
636,197 | $59,789,793 | |
| 4 | XP |
XP Inc.
|
2,805,416 | $53,415,119 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
620,349 | $25,601,802 | |
| 6 | IREN |
IREN Ltd
|
458,554 | $15,719,231 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
212,255 | $14,235,942 | |
| 8 | SNEX |
StoneX Group Inc.
|
139,331 | $11,237,045 |
All Filings in SCHW
Export CSV
29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,789,793 | 636,197 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $124,996,201 | 1,251,088 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $139,165,568 | 1,457,689 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $49,119,965 | 538,360 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,947,497 | 344,245 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $34,422,049 | 465,100 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $23,585,200 | 363,913 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,528,324 | 210,725 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,131,975 | 15,648 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,773,686 | 69,385 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,156,275 | 166,781 | Principal | Defined | 2023-11-14 | |
| 2023-06-30 | $3,614,425 | 63,769 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,431,255 | 65,507 | Principal | Defined | 2023-05-15 | |
| 2022-12-31 | $9,263,340 | 111,258 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $790,424 | 10,998 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $630,029 | 9,972 | Principal | Defined | 2022-08-15 | |
| 2022-03-31 | $6,820,256 | 80,895 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $33,249,185 | 395,353 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $87,408 | 1,200 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $87,408 | 1,200 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $29,842,692 | 409,702 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $109,215 | 1,500 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $109,215 | 1,500 | Call | Defined | 2021-08-16 | |
| 2021-06-30 | $34,001,613 | 466,991 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $28,097,663 | 431,078 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,275,358 | 99,460 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $12,130,563 | 334,821 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $22,706,817 | 672,994 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,625,540 | 286,304 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||