Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$34,828,695
+$2,539,423 QoQ
Shares Held
377,465
+9.9% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#278
of 2,304 holders
Holding Since
Mar 2020
25 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, 2026IFM Investors Pty Ltd holds $201,319,216 across 11 Capital Markets names. SCHW ranks #3 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
67,415 | $68,181,508 | |
| 2 | MS |
Morgan Stanley
|
271,816 | $56,820,416 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
377,465 | $34,828,695 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
170,318 | $17,079,489 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
100,680 | $8,763,187 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
20,812 | $5,862,324 | |
| 7 | IREN |
IREN Ltd
|
75,828 | $3,467,614 | |
| 8 | TW |
Tradeweb Markets Inc.
|
27,557 | $2,746,330 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,828,695 | 377,465 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $32,289,272 | 343,576 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $33,643,193 | 336,735 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $31,794,469 | 333,031 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $30,392,865 | 333,109 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $24,920,124 | 318,346 | Shares | Sole | 2025-05-21 | |
| 2024-12-31 | $21,884,312 | 295,694 | Shares | Sole | 2025-04-29 | |
| 2024-09-30 | $19,684,222 | 303,722 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $22,315,911 | 302,835 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $21,381,895 | 295,575 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $20,424,312 | 296,865 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $16,495,857 | 300,471 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $16,518,025 | 291,426 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $13,851,052 | 264,434 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $21,370,593 | 256,673 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $18,176,929 | 252,914 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $15,887,558 | 251,465 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $20,208,010 | 239,687 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $16,379,400 | 194,761 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $14,323,547 | 196,725 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $10,901,941 | 167,259 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $7,774,072 | 146,570 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $3,451,740 | 95,273 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,892,698 | 85,735 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $3,987,332 | 118,600 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||