Robertson Stephens Wealth Management, LLC
Position in SCHW — Schwab Charles Corp
CIK 1767307
San Francisco, CA
Position in SCHW
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$861,326
-$337,594 QoQ
Shares Held
9,165
-23.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12.165848336061103.ToString("F0")%
Shared 0.ToString("F0")%
None 87.8341516639389.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Robertson Stephens Wealth Management, LLC holds $22,034,785 across 8 Capital Markets names. SCHW ranks #4 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BGC |
BGC Group, Inc.
|
1,376,167 | $13,458,913 | |
| 2 | VIRT |
Virtu Financial, Inc.
|
77,972 | $3,429,208 | |
| 3 | LAZ |
Lazard, Inc.
|
38,525 | $1,636,542 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
9,165 | $861,326 | |
| 5 | GS |
Goldman Sachs Group Inc
|
970 | $820,610 | |
| 6 | MS |
Morgan Stanley
|
4,820 | $793,227 | |
| 7 | PIPR |
Piper Sandler Companies
|
9,200 | $704,260 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
4,772 | $330,699 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $861,326 | 9,165 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,198,920 | 12,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,125,400 | 11,788 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,039,314 | 11,391 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $861,627 | 11,007 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $598,592 | 8,088 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $923,801 | 14,254 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $622,606 | 8,449 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $603,387 | 8,341 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $441,145 | 6,412 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $313,698 | 5,714 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $350,055 | 6,176 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $629,817 | 12,024 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $520,041 | 6,246 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $347,491 | 4,835 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $305,222 | 4,831 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $424,753 | 5,038 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $424,705 | 5,050 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $366,967 | 5,038 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $612,040 | 8,406 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $501,625 | 7,696 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $241,332 | 4,550 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $208,322 | 5,750 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $318,640 | 9,444 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $411,071 | 12,227 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||