Position in SCHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,940,248,373
+$227,204,067 QoQ
Shares Held
73,848,142
+9.9% QoQ
Ownership
4.25%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83.59889812799895.ToString("F0")%
Shared 0.9483366555112517.ToString("F0")%
None 15.452765216489805.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $23,441,743,844 across 58 Capital Markets names. SCHW ranks #2 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
43,578,279 | $7,171,677,366 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
73,848,142 | $6,940,248,373 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,215,462 | $6,104,208,689 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
14,268,817 | $988,829,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,723,652 | $450,955,332 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
790,730 | $237,875,300 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,008,818 | $236,357,519 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
5,506,637 | $186,950,322 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,940,248,373 | 73,848,142 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,713,044,306 | 67,190,915 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $5,784,303,318 | 60,587,654 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $6,441,929,933 | 70,604,230 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $4,239,662,008 | 54,160,220 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,631,260,599 | 49,064,459 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,130,780,804 | 48,307,064 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $3,241,784,839 | 43,992,195 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $2,953,991,735 | 40,834,832 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $3,005,368,515 | 43,682,682 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $1,915,162,392 | 34,884,561 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,536,564,355 | 27,109,463 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,568,324,027 | 29,941,276 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $2,808,340,060 | 33,729,763 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,262,829,961 | 31,485,042 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,897,818,144 | 30,038,274 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $2,999,118,648 | 35,572,514 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $3,054,127,319 | 36,315,426 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $2,737,693,504 | 37,585,029 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $3,276,786,955 | 45,004,628 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $2,698,346,271 | 41,398,378 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $1,985,355,667 | 37,431,291 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $971,990,496 | 26,828,333 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $939,186,328 | 27,835,991 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,020,205,212 | 30,345,188 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||