Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$19,020,814
+$923,368 QoQ
Shares Held
206,143
+7.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#367
of 2,312 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026B. Metzler seel. Sohn & Co. AG holds $108,992,919 across 14 Capital Markets names. SCHW ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
135,636 | $28,353,348 | |
| 2 | GS |
Goldman Sachs Group Inc
|
21,668 | $21,914,364 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
206,143 | $19,020,814 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
46,399 | $13,069,669 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
79,565 | $6,925,337 | |
| 6 | EVR |
Evercore Inc.
|
18,222 | $6,221,719 | |
| 7 | MC |
Moelis & Co
|
71,989 | $4,709,520 | |
| 8 | SNEX |
StoneX Group Inc.
|
38,976 | $3,079,104 |
All Filings in SCHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,020,814 | 206,143 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $18,097,446 | 192,567 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $21,659,288 | 216,788 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $21,003,017 | 219,996 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $20,015,045 | 219,367 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $18,203,387 | 232,542 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $12,556,462 | 169,659 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $14,275,115 | 220,261 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $15,815,052 | 214,616 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $16,023,309 | 221,500 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,010,605 | 145,503 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $9,523,667 | 173,473 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,211,525 | 180,161 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,932,517 | 170,533 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $51,707,456 | 621,036 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $43,083,405 | 599,463 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $37,481,345 | 593,247 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $45,694,670 | 541,984 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $41,797,867 | 497,002 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||