Aberdeen Group plc

Position in SCHW — Schwab Charles Corp

CIK 1716774 EDINBURGH, X0

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$151,681,360

+$16,096,979 QoQ

Shares Held

1,643,886

+13.9% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#114

of 2,304 holders

Holding Since

Mar 2020

26 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, 2026

Aberdeen Group plc holds $747,463,705 across 10 Capital Markets names. SCHW ranks #3 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	284,217	$287,448,546
2	MS	Morgan Stanley	1,037,691	$216,918,925
3	SCHW	Schwab Charles Corp This page	1,643,886	$151,681,360
4	SNEX	StoneX Group Inc.	266,352	$31,562,712
5	LPLA	LPL Financial Holdings Inc.	75,862	$21,368,807
6	PJT	PJT Partners Inc.	138,593	$20,919,226
7	HOOD	Robinhood Markets, Inc.	83,558	$8,379,195
8	FUTU	Futu Holdings Ltd	63,640	$5,965,612

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$151,681,360	1,643,886	+13.9%	Shares	Defined	2026-07-31
2026-03-31	$135,584,381	1,442,694	+7.1%	Shares	Defined	2026-04-29
2025-12-31	$134,572,674	1,346,939	+39.3%	Shares	Defined	2026-01-16
2025-09-30	$92,306,600	966,865	+10.7%	Shares	Defined	2025-11-07
2025-06-30	$79,670,859	873,201	-14.4%	Shares	Defined	2025-07-24
2025-03-31	$79,816,088	1,019,623	-13.4%	Shares	Defined	2025-05-13
2024-12-31	$87,187,552	1,178,051	-6.5%	Shares	Defined	2025-01-24
2024-09-30	$81,622,879	1,259,418	+0.7%	Shares	Defined	2024-10-25
2024-06-30	$92,163,344	1,250,690	-26.1%	Shares	Defined	2024-08-09
2024-03-31	$122,476,320	1,693,065	+0.5%	Shares	Defined	2024-05-09
2023-12-31	$115,887,407	1,684,410	-55.6%	Shares	Defined	2024-01-31
2023-09-30	$208,235,149	3,792,990	-5.8%	Shares	Defined	2023-11-07
2023-06-30	$228,128,723	4,024,854	-5.6%	Shares	Defined	2024-06-20
2023-03-31	$223,294,157	4,262,966	-0.3%	Shares	Defined	2024-06-20
2022-12-31	$355,983,539	4,275,565	+9.1%	Shares	Defined	2024-06-20
2022-09-30	$281,669,883	3,919,158	-4.5%	Shares	Defined	2022-11-10
2022-06-30	$259,234,234	4,103,106	+21.7%	Shares	Defined	2022-08-05
2022-03-31	$284,177,560	3,370,627	-14.5%	Shares	Defined	2022-05-04
2021-12-31	$331,455,086	3,941,202	-3.8%	Shares	Defined	2022-02-10
2021-09-30	$298,304,200	4,095,335	+4.2%	Shares	Defined	2021-11-15
2021-06-30	$286,284,112	3,931,934	-16.2%	Shares	Defined	2021-08-10
2021-03-31	$305,985,681	4,694,472	+10.5%	Shares	Defined	2021-05-06
2020-12-31	$225,425,620	4,250,106	-7.2%	Shares	Defined	2021-02-10
2020-09-30	$165,953,506	4,580,555	-24.1%	Shares	Defined	2020-10-21
2020-06-30	$203,588,878	6,034,051	-2.0%	Shares	Defined	2020-08-10
2020-03-31	$206,969,694	6,156,148	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.