Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$85,531,613
+$12,013,128 QoQ
Shares Held
926,971
+18.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
2.97%
of 13F equity value
Holder Rank
#163
of 2,304 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 11%
Shared 89%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NFJ INVESTMENT GROUP, LLC holds $172,277,415 across 4 Capital Markets names. SCHW ranks #1 (49.6% of the industry book) .
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,531,613 | 926,971 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $73,518,485 | 782,278 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $87,356,807 | 874,355 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $45,384,623 | 475,381 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,861,357 | 261,523 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $21,169,182 | 270,429 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||