Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$421,798,925
-$21,296,099 QoQ
Shares Held
4,571,355
-3.0% QoQ
Ownership
0.264%
of shares outstanding
% of Portfolio
6.57%
of 13F equity value
Holder Rank
#49
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, 2026Ruane, Cunniff & Goldfarb L.P. holds $421,798,925 across 1 Capital Markets name. SCHW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
4,571,355 | $421,798,925 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421,798,925 | 4,571,355 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $443,095,024 | 4,714,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $558,991,254 | 5,594,948 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $602,946,608 | 6,315,561 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $602,076,519 | 6,598,822 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $529,280,435 | 6,761,375 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $510,926,554 | 6,903,480 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $482,853,035 | 7,450,286 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $573,680,850 | 7,785,057 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $588,315,394 | 8,132,643 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $582,746,732 | 8,470,156 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $476,577,841 | 8,680,835 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $507,210,558 | 8,948,669 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $431,594,333 | 8,239,678 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $702,678,098 | 8,439,564 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $626,712,868 | 8,720,090 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $559,329,823 | 8,852,957 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $694,708,413 | 8,239,929 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $713,446,371 | 8,483,310 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $631,273,177 | 8,666,573 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $640,432,537 | 8,795,942 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $595,629,049 | 9,138,218 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $495,099,758 | 9,334,460 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $348,034,944 | 9,606,264 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $331,848,622 | 9,835,466 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $397,482,737 | 11,822,806 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||