Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,991,094
-$331,057 QoQ
Shares Held
21,579
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#935
of 2,304 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Qtron Investments LLC holds $10,353,324 across 7 Capital Markets names. SCHW ranks #3 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,388 | $3,426,521 | |
| 2 | MS |
Morgan Stanley
|
14,162 | $2,960,424 | |
| 3 | SCHW |
Schwab Charles Corp
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|
21,579 | $1,991,094 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,041 | $612,848 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,283 | $529,779 | |
| 6 | NMR |
Nomura Holdings Inc
|
51,942 | $456,050 | |
| 7 | EVR |
Evercore Inc.
|
1,103 | $376,608 |
All Filings in SCHW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,991,094 | 21,579 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,322,151 | 24,709 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,467,577 | 24,698 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,484,033 | 26,019 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,249,805 | 13,698 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,072,279 | 13,698 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,013,788 | 13,698 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $887,767 | 13,698 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,362,675 | 18,492 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $633,987 | 8,764 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $602,963 | 8,764 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $258,304 | 4,705 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $668,257 | 11,790 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $617,560 | 11,790 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $688,393 | 8,268 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $445,450 | 6,198 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $216,845 | 2,572 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||