Linden Thomas Advisory Services, LLC
Position in SCHW — Schwab Charles Corp
CIK 1965702
Charlotte, NC
Position in SCHW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$241,193
-$1,463 QoQ
Shares Held
2,614
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,864
of 2,304 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Linden Thomas Advisory Services, LLC holds $4,255,466 across 7 Capital Markets names. SCHW ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
9,950 | $1,334,593 | |
| 2 | TW |
Tradeweb Markets Inc.
|
12,465 | $1,242,261 | |
| 3 | GS |
Goldman Sachs Group Inc
|
590 | $596,708 | |
| 4 | EVR |
Evercore Inc.
|
992 | $338,708 | |
| 5 | PJT |
PJT Partners Inc.
|
1,892 | $285,578 | |
| 6 | SCHW |
Schwab Charles Corp
This page
|
2,614 | $241,193 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
1,907 | $216,425 |
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,193 | 2,614 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $242,656 | 2,582 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $264,761 | 2,650 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $256,432 | 2,686 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $247,534 | 2,713 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $255,192 | 3,260 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $236,609 | 3,197 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $210,308 | 3,245 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $224,386 | 3,045 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $212,462 | 2,937 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||