Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$31,593,063
+$283,814 QoQ
Shares Held
342,398
+2.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#294
of 2,301 holders
Holding Since
Sep 2021
20 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, 2026Blue Whale Capital LLP holds $89,871,739 across 2 Capital Markets names. SCHW ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
669,562 | $58,278,676 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
342,398 | $31,593,063 |
All Filings in SCHW
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,593,063 | 342,398 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $31,309,249 | 333,148 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $24,798,261 | 248,206 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,205,650 | 169,746 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $40,612,931 | 445,122 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,120,548 | 333,681 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,557,813 | 223,724 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $15,618,302 | 240,986 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $90,417,630 | 1,227,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $89,267,560 | 1,234,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $84,899,200 | 1,234,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $67,746,600 | 1,234,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $69,455,672 | 1,225,400 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $64,186,452 | 1,225,400 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $68,856,020 | 827,000 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $71,330,975 | 992,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $67,413,060 | 1,067,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $77,396,580 | 918,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $64,000,100 | 761,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,277,800 | 45,000 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||