Position in SCHW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$192,410,879
-$8,869,096 QoQ
Shares Held
2,047,360
+1.6% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76.93009534229446.ToString("F0")%
Shared 0.ToString("F0")%
None 23.069904657705536.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Russell Investments Group, Ltd. holds $884,395,117 across 42 Capital Markets names. SCHW ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
2,047,360 | $192,410,879 | |
| 2 | MS |
Morgan Stanley
|
1,051,577 | $173,058,020 | |
| 3 | GS |
Goldman Sachs Group Inc
|
198,009 | $167,513,626 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
1,140,415 | $76,487,627 | |
| 5 | XP |
XP Inc.
|
1,960,025 | $37,318,870 | |
| 6 | SF |
Stifel Financial Corp
|
423,009 | $31,268,817 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
364,985 | $25,293,457 | |
| 8 | EVR |
Evercore Inc.
|
78,241 | $23,355,714 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,410,879 | 2,047,360 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $201,279,975 | 2,014,613 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $173,364,058 | 1,815,901 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $148,506,775 | 1,627,650 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $127,444,291 | 1,628,057 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $69,483,171 | 938,835 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $48,709,570 | 751,575 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $118,982,668 | 1,614,638 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $145,567,750 | 2,012,272 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $148,704,727 | 2,161,406 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $119,505,544 | 2,176,786 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $124,010,451 | 2,187,905 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $115,628,162 | 2,207,487 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $249,960,085 | 3,002,163 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $216,485,871 | 3,012,187 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $168,665,007 | 2,669,595 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $198,743,620 | 2,357,296 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $197,202,974 | 2,344,863 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $171,567,550 | 2,355,403 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $155,776,625 | 2,139,495 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $145,071,055 | 2,225,699 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $71,590,841 | 1,349,752 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $59,450,854 | 1,640,929 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $46,949,272 | 1,391,502 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $87,917,540 | 2,615,037 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||