Vanguard Personalized Indexing Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 1767306
OAKLAND, CA
Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$19,293,436
-$733,023 QoQ
Shares Held
205,293
+2.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $129,967,544 across 34 Capital Markets names. SCHW ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,383 | $42,623,514 | |
| 2 | MS |
Morgan Stanley
|
204,202 | $33,605,523 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
205,293 | $19,293,436 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
73,892 | $5,120,715 | |
| 5 | EVR |
Evercore Inc.
|
12,453 | $3,717,345 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
49,556 | $3,323,720 | |
| 7 | NMR |
Nomura Holdings Inc
|
351,457 | $2,772,995 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
8,354 | $2,513,133 |
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,293,436 | 205,293 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $20,026,459 | 200,445 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,419,790 | 192,938 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $17,384,687 | 190,538 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $11,762,587 | 150,263 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,154,888 | 123,698 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,147,441 | 110,283 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,092,119 | 109,813 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,305,544 | 100,989 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $5,380,985 | 78,212 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $4,042,451 | 73,633 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,215,008 | 74,365 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $3,592,220 | 68,580 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,150,499 | 73,871 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,593,930 | 63,920 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,526,960 | 55,824 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,164,914 | 49,400 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,560,373 | 42,335 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $1,705,767 | 23,418 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,481,901 | 20,353 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $972,224 | 14,916 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $503,720 | 9,497 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $229,734 | 6,341 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||