Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$88,661,295
+$60,088,634 QoQ
Shares Held
943,406
+229.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Woodline Partners LP holds $343,643,866 across 18 Capital Markets names. SCHW ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
112,243 | $94,956,455 | |
| 2 | SCHW |
Schwab Charles Corp
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|
943,406 | $88,661,295 | |
| 3 | SF |
Stifel Financial Corp
|
362,864 | $26,822,906 | |
| 4 | LAZ |
Lazard, Inc.
|
562,537 | $23,896,571 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
354,749 | $23,793,015 | |
| 6 | MS |
Morgan Stanley
|
138,969 | $22,870,128 | |
| 7 | PJT |
PJT Partners Inc.
|
119,170 | $16,650,432 | |
| 8 | EVR |
Evercore Inc.
|
50,083 | $14,950,276 |
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,661,295 | 943,406 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,572,661 | 285,984 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,529,439 | 225,510 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,856,407 | 184,748 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,270,128 | 143,972 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,644,321 | 89,776 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||