Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$54,183,435
+$2,222,081 QoQ
Shares Held
587,227
+6.2% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#211
of 2,304 holders
Holding Since
Mar 2020
19 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, 2026Tredje AP-fonden holds $351,615,727 across 7 Capital Markets names. SCHW ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
101,949 | $103,108,160 | |
| 2 | MS |
Morgan Stanley
|
420,404 | $87,881,252 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
587,227 | $54,183,435 | |
| 4 | FUTU |
Futu Holdings Ltd
|
532,495 | $49,916,081 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
272,816 | $27,357,988 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
193,956 | $16,881,930 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
43,620 | $12,286,881 |
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,183,435 | 587,227 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $51,961,354 | 552,898 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $18,323,494 | 183,400 | Shares | Sole | 2026-02-06 | |
| 2023-12-31 | $4,370,382 | 63,523 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,430,385 | 135,344 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $7,627,484 | 134,571 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,948,521 | 132,656 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,342,390 | 124,218 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,515,086 | 104,565 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,420,669 | 180,764 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $15,240,212 | 180,764 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $16,884,252 | 200,764 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $13,242,239 | 181,799 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,999,015 | 164,799 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $10,285,338 | 157,799 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $9,271,338 | 174,799 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,108,497 | 85,799 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,894,858 | 85,799 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,884,562 | 85,799 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||