Rockefeller Capital Management L.P.

Position in SCHW — Schwab Charles Corp

CIK 1739439 NEW YORK, NY

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$32,830,408

-$3,569,602 QoQ

Shares Held

349,334

-4.1% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97.29113112379557.ToString("F0")% Shared 0.ToString("F0")% None 2.7088688762044346.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Rockefeller Capital Management L.P. holds $472,600,401 across 40 Capital Markets names. SCHW ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	189,347	$160,185,666
2	SNEX	StoneX Group Inc.	809,992	$65,325,851
3	MS	Morgan Stanley	395,070	$65,016,669
4	EVR	Evercore Inc.	173,133	$51,681,928
5	SCHW	Schwab Charles Corp This page	349,334	$32,830,408
6	CRCL	Circle Internet Group, Inc.	246,949	$23,561,404
7	PJT	PJT Partners Inc.	135,505	$18,932,756
8	BGC	BGC Group, Inc.	1,630,485	$15,946,142

All Filings in SCHW

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,830,408	349,334	-4.1%	Shares	Defined	2026-05-14
2025-12-31	$36,400,010	364,328	+16.2%	Shares	Defined	2026-03-17
2025-09-30	$29,939,677	313,603	+4.6%	Shares	Defined	2025-11-14
2025-06-30	$27,350,101	299,760	+4.4%	Shares	Defined	2025-08-14
2025-03-31	$22,471,369	287,064	+8.0%	Shares	Defined	2025-05-14
2024-12-31	$19,674,151	265,831	-0.1%	Shares	Defined	2025-02-13
2024-09-30	$17,252,615	266,203	-13.0%	Shares	Defined	2024-11-14
2024-06-30	$22,554,149	306,068	+6.1%	Shares	Defined	2024-08-12
2024-03-31	$20,875,732	288,578	+16.0%	Shares	Defined	2024-05-14
2023-12-31	$17,115,238	248,768	+4.4%	Shares	Defined	2024-02-14
2023-09-30	$13,075,642	238,172	-4.2%	Shares	Defined	2023-11-14
2023-06-30	$14,091,780	248,620	+11.9%	Shares	Defined	2023-08-14
2023-03-31	$11,637,682	222,178	-64.5%	Shares	Defined	2023-05-16
2022-12-31	$52,127,086	626,076	+306.7%	Shares	Defined	2023-03-06
2022-09-30	$11,062,661	153,926	+310.1%	Shares	Defined	2022-11-02
2022-06-30	$2,371,650	37,538	+1.3%	Shares	Defined	2022-08-12
2022-03-31	$3,125,118	37,067	+10.3%	Shares	Defined	2022-05-13
2021-12-31	$2,825,423	33,596	-6.4%	Shares	Defined	2022-02-14
2021-09-30	$2,614,882	35,899	+0.9%	Shares	Defined	2021-11-12
2021-06-30	$2,590,942	35,585	+3.0%	Shares	Defined	2021-08-10
2021-03-31	$2,251,447	34,542	-20.7%	Shares	Defined	2021-05-11
2020-12-31	$2,311,748	43,585	-3.4%	Shares	Defined	2021-02-12
2020-09-30	$1,635,240	45,135	+1.7%	Shares	Defined	2020-11-13
2020-06-30	$1,497,583	44,386	+12.7%	Shares	Defined	2020-08-12
2020-03-31	$1,324,560	39,398	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.