Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$18,064,250
-$3,093,654 QoQ
Shares Held
195,776
-13.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#380
of 2,309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $236,183,794 across 21 Capital Markets names. SCHW ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
609,846 | $61,155,356 | |
| 2 | GS |
Goldman Sachs Group Inc
|
41,734 | $42,208,515 | |
| 3 | EVR |
Evercore Inc.
|
94,525 | $32,274,616 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
195,776 | $18,064,250 | |
| 5 | MS |
Morgan Stanley
|
77,021 | $16,100,469 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
305,363 | $15,262,042 | |
| 7 | IREN |
IREN Ltd
|
325,930 | $14,904,778 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
219,996 | $13,778,349 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,064,250 | 195,776 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $21,157,904 | 225,132 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $22,351,265 | 223,714 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $26,508,676 | 277,665 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $19,560,487 | 214,385 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,226,005 | 156,183 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $5,749,466 | 77,685 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,802,078 | 58,665 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $4,769,658 | 64,726 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $6,609,416 | 91,366 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $5,964,065 | 86,687 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,133,478 | 93,506 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $5,351,951 | 94,424 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,138,582 | 98,102 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $12,889,396 | 154,809 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $10,580,197 | 147,213 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $7,949,559 | 125,824 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $10,704,755 | 126,969 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $10,276,262 | 122,191 | Shares | Other | 2022-01-31 | |
| 2021-09-30 | $7,219,390 | 99,113 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,139,966 | 98,063 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $5,842,734 | 89,640 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $4,609,229 | 86,901 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $3,223,926 | 88,985 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $2,965,644 | 87,897 | 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. | ||||||