Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$543,113,029
-$21,583,562 QoQ
Shares Held
5,886,128
-2.0% QoQ
Ownership
0.340%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#41
of 2,304 holders
Holding Since
Mar 2025
6 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, 2026Nuveen, LLC holds $4,261,365,389 across 45 Capital Markets names. SCHW ranks #3 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,249,847 | $1,264,057,759 | |
| 2 | MS |
Morgan Stanley
|
5,905,402 | $1,234,465,233 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
5,886,128 | $543,113,029 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,223,740 | $222,996,646 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,193,615 | $103,892,247 | |
| 6 | BGC |
BGC Group, Inc.
|
9,255,272 | $98,938,856 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
1,298,376 | $64,892,830 | |
| 8 | SNEX |
StoneX Group Inc.
|
738,480 | $58,339,919 |
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $543,113,029 | 5,886,128 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $564,696,591 | 6,008,689 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $580,188,259 | 5,807,109 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $548,932,641 | 5,749,792 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $526,153,707 | 5,766,700 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $440,699,099 | 5,629,779 | Shares | Defined | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||