Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,417,197
+$150,964 QoQ
Shares Held
26,197
+8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#870
of 2,304 holders
Holding Since
Mar 2020
25 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, 2026Banque Cantonale Vaudoise holds $35,192,353 across 11 Capital Markets names. SCHW ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,059 | $14,218,850 | |
| 2 | MS |
Morgan Stanley
|
57,981 | $12,120,348 | |
| 3 | XP |
XP Inc.
|
160,000 | $2,601,600 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
26,197 | $2,417,197 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
15,924 | $1,386,024 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
3,739 | $1,053,201 | |
| 7 | IREN |
IREN Ltd
|
14,887 | $680,782 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
5,399 | $541,411 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,417,197 | 26,197 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,266,233 | 24,114 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,803,075 | 18,047 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,962,194 | 20,553 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,959,652 | 21,478 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,574,915 | 20,119 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $366,954 | 5,662 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,457,682 | 46,922 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,895,581 | 53,851 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,297,110 | 62,458 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,364,769 | 79,504 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,606,667 | 81,275 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,667,686 | 89,112 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $4,948,558 | 59,435 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,404,768 | 61,288 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,904,839 | 61,805 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,108,174 | 72,449 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,468,350 | 65,022 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,959,768 | 81,820 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,774,505 | 106,778 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $4,781,995 | 73,366 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,100,734 | 77,314 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,507,949 | 69,223 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,849,409 | 84,452 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $3,000,651 | 89,252 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||