IEQ CAPITAL, LLC

Position in SCHW — Schwab Charles Corp

CIK 1779789 Foster City, CA

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$21,157,904

-$1,193,361 QoQ

Shares Held

225,132

+0.6% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 15.660146047652043.ToString("F0")% Shared 0.ToString("F0")% None 84.33985395234795.ToString("F0")%

Financial Services · as of Mar 31, 2026

IEQ CAPITAL, LLC holds $460,718,074 across 22 Capital Markets names. SCHW ranks #8 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	263,789	$223,162,855
2	HOOD	Robinhood Markets, Inc.	610,019	$42,274,316
3	MKTX	Marketaxess Holdings Inc	173,891	$28,688,537
4	EVR	Evercore Inc.	94,874	$28,320,837
5	MS	Morgan Stanley	144,805	$23,830,558
6	SF	Stifel Financial Corp	311,569	$23,031,180
7	CRCL	Circle Internet Group, Inc.	233,348	$22,263,732
8	SCHW	Schwab Charles Corp This page	225,132	$21,157,904

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,157,904	225,132	+0.6%	Shares	Other	2026-05-15
2025-12-31	$22,351,265	223,714	-19.4%	Shares	Sole	2026-02-13
2025-09-30	$26,508,676	277,665	+29.5%	Shares	Other	2025-11-14
2025-06-30	$19,560,487	214,385	+37.3%	Shares	Sole	2025-08-14
2025-03-31	$12,226,005	156,183	+101.0%	Shares	Other	2025-05-14
2024-12-31	$5,749,466	77,685	+32.4%	Shares	Sole	2025-02-03
2024-09-30	$3,802,078	58,665	-9.4%	Shares	Other	2024-11-14
2024-06-30	$4,769,658	64,726	-29.2%	Shares	Sole	2024-08-12
2024-03-31	$6,609,416	91,366	+5.4%	Shares	Other	2024-05-09
2023-12-31	$5,964,065	86,687	-7.3%	Shares	Sole	2024-02-07
2023-09-30	$5,133,478	93,506	-1.0%	Shares	Other	2023-11-06
2023-06-30	$5,351,951	94,424	-3.7%	Shares	Sole	2023-08-08
2023-03-31	$5,138,582	98,102	-36.6%	Shares	Other	2023-05-02
2022-12-31	$12,889,396	154,809	+5.2%	Shares	Sole	2023-02-06
2022-09-30	$10,580,197	147,213	+17.0%	Shares	Other	2022-11-04
2022-06-30	$7,949,559	125,824	-0.9%	Shares	Sole	2022-07-27
2022-03-31	$10,704,755	126,969	+3.9%	Shares	Other	2022-04-26
2021-12-31	$10,276,262	122,191	+23.3%	Shares	Other	2022-01-31
2021-09-30	$7,219,390	99,113	+1.1%	Shares	Sole	2021-11-09
2021-06-30	$7,139,966	98,063	+9.4%	Shares	Other	2021-07-29
2021-03-31	$5,842,734	89,640	+3.2%	Shares	Sole	2021-05-04
2020-12-31	$4,609,229	86,901	-2.3%	Shares	Sole	2021-02-03
2020-09-30	$3,223,926	88,985	+1.2%	Shares	Sole	2020-11-03
2020-06-30	$2,965,644	87,897	-7.0%	Shares	Sole	2020-07-31
2020-03-31	$3,177,862	94,523	—	Shares	Other	2020-05-07
No filing history on record for this holder in this stock.