Position in SCHW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$96,199,901
-$39,844,448 QoQ
Shares Held
1,023,621
-24.8% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026AustralianSuper Pty Ltd holds $365,886,776 across 6 Capital Markets names. SCHW ranks #2 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
760,386 | $125,136,724 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
1,023,621 | $96,199,901 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,129,624 | $75,763,881 | |
| 4 | GS |
Goldman Sachs Group Inc
|
38,246 | $32,355,733 | |
| 5 | TW |
Tradeweb Markets Inc.
|
270,212 | $31,793,143 | |
| 6 | FUTU |
Futu Holdings Ltd
|
33,909 | $4,637,394 |
All Filings in SCHW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $96,199,901 | 1,023,621 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $136,044,349 | 1,361,669 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $102,583,469 | 1,074,510 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $116,474,246 | 1,276,570 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $106,642,018 | 1,362,315 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $141,012,437 | 1,905,316 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $110,680,638 | 1,707,771 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $4,630,679 | 62,840 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,248,889 | 58,735 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $16,833,020 | 244,666 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $93,340,485 | 1,700,191 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $144,314,194 | 2,546,122 | Shares | Sole | 2023-07-28 | |
| 2022-12-31 | $86,701,718 | 1,041,337 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $87,039,169 | 1,211,064 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $48,239,821 | 572,172 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||