YOUSIF CAPITAL MANAGEMENT, LLC
Position in SCHW — Schwab Charles Corp
CIK 1858789
BLOOMFIELD HILLS, MI
Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$15,218,552
-$1,687,040 QoQ
Shares Held
164,935
-8.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#419
of 2,304 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $111,101,627 across 22 Capital Markets names. SCHW ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
32,190 | $32,556,000 | |
| 2 | MS |
Morgan Stanley
|
130,397 | $27,258,188 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
164,935 | $15,218,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
72,544 | $7,274,712 | |
| 5 | EVR |
Evercore Inc.
|
11,001 | $3,756,181 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
40,562 | $3,530,516 | |
| 7 | SF |
Stifel Financial Corp
|
43,207 | $3,014,552 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
47,265 | $2,362,304 |
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,218,552 | 164,935 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,905,592 | 179,885 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $18,564,876 | 185,816 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,004,067 | 199,058 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $19,284,851 | 211,364 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $16,648,042 | 212,673 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $14,244,926 | 192,473 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $12,897,838 | 199,010 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $14,772,192 | 200,464 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $14,608,484 | 201,942 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $13,711,977 | 199,302 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $11,413,380 | 207,894 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $12,157,236 | 214,489 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $11,420,097 | 218,024 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $18,933,407 | 227,401 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $15,772,733 | 219,462 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $13,989,062 | 221,416 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $18,975,736 | 225,071 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $18,827,803 | 223,874 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||