Position in SCHW
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$564,696,591
-$15,491,668 QoQ
Shares Held
6,008,689
+3.5% QoQ
Ownership
0.345%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 99.8566575837092.ToString("F0")%
Shared 0.ToString("F0")%
None 0.14334241629080818.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Nuveen, LLC holds $3,510,721,562 across 38 Capital Markets names. SCHW ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,407,133 | $1,190,420,446 | |
| 2 | MS |
Morgan Stanley
|
5,601,891 | $921,903,200 | |
| 3 | SCHW |
Schwab Charles Corp
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|
6,008,689 | $564,696,591 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,999,104 | $138,537,906 | |
| 5 | BGC |
BGC Group, Inc.
|
9,192,389 | $89,901,562 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
1,265,772 | $84,895,326 | |
| 7 | PWP |
Perella Weinberg Partners
|
2,975,457 | $54,034,298 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
165,818 | $49,883,027 |
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||