Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,139,882
-$25,222,157 QoQ
Shares Held
182,378
-57.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
16 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, 2026Jump Financial, LLC holds $188,766,009 across 28 Capital Markets names. SCHW ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRCL |
Circle Internet Group, Inc.
|
401,475 | $38,304,728 | |
| 2 | GS |
Goldman Sachs Group Inc
|
25,440 | $21,521,985 | |
| 3 | MS |
Morgan Stanley
|
112,997 | $18,595,915 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
182,378 | $17,139,882 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
405,100 | $16,718,477 | |
| 6 | IREN |
IREN Ltd
|
476,293 | $16,327,322 | |
| 7 | FIGR |
Figure Technology Solutions, Inc.
|
466,025 | $15,821,548 | |
| 8 | BTGO |
Bitgo Holdings, Inc.
|
1,568,657 | $12,910,047 |
All Filings in SCHW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,139,882 | 182,378 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $42,362,039 | 424,002 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,597,889 | 205,278 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $8,560,866 | 93,828 | Shares | Defined | 2025-08-13 | |
| 2024-12-31 | $19,370,487 | 261,728 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $22,061,129 | 340,397 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,716,085 | 63,999 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,829,839 | 25,295 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $421,465 | 7,677 | Shares | Sole | 2023-11-07 | |
| 2023-03-31 | $7,295,800 | 139,286 | Shares | Sole | 2023-05-03 | |
| 2022-06-30 | $5,085,231 | 80,488 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $3,286,571 | 38,982 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $349,687 | 4,158 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $2,400,908 | 32,975 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $1,554,548 | 29,309 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $565,188 | 15,600 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||