Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$804,686
+$94,950 QoQ
Shares Held
8,721
+15.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,308
of 2,304 holders
Holding Since
Dec 2025
3 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Summit Global Investments holds $6,144,266 across 7 Capital Markets names. SCHW ranks #4 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
25,900 | $1,542,863 | |
| 2 | SNEX |
StoneX Group Inc.
|
18,064 | $1,427,095 | |
| 3 | GS |
Goldman Sachs Group Inc
|
922 | $932,483 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
8,721 | $804,686 | |
| 5 | MS |
Morgan Stanley
|
3,696 | $772,611 | |
| 6 | PIPR |
Piper Sandler Companies
|
5,580 | $403,657 | |
| 7 | NMR |
Nomura Holdings Inc
|
29,712 | $260,871 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $804,686 | 8,721 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $709,736 | 7,552 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $754,520 | 7,552 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||