Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$55,405,627
+$28,710,175 QoQ
Shares Held
589,547
+120.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
3.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
7 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, 2026Azora Capital LP holds $366,127,024 across 8 Capital Markets names. SCHW ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
427,338 | $128,556,090 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
1,880,990 | $82,725,940 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
589,547 | $55,405,627 | |
| 4 | RIOT |
Riot Platforms, Inc.
|
3,732,717 | $46,136,382 | |
| 5 | HUT |
Hut 8 Corp.
|
764,573 | $35,866,119 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
211,418 | $14,179,805 | |
| 7 | WULF |
Terawulf Inc.
|
224,537 | $3,240,068 | |
| 8 | SLNH |
Soluna Holdings, Inc
|
23,934 | $16,993 |
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,405,627 | 589,547 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,695,452 | 267,195 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $46,277,566 | 507,207 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $126,780,957 | 1,619,583 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $128,345,107 | 1,734,159 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,119,729 | 187,004 | Shares | Sole | 2024-11-14 | |
| 2022-12-31 | $37,014,898 | 444,570 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||