Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$19,013,563
-$2,100,717 QoQ
Shares Held
202,315
-4.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Vinva Investment Management Ltd holds $118,771,613 across 10 Capital Markets names. SCHW ranks #4 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TW |
Tradeweb Markets Inc.
|
303,636 | $35,725,811 | |
| 2 | GS |
Goldman Sachs Group Inc
|
40,117 | $33,938,580 | |
| 3 | MS |
Morgan Stanley
|
132,754 | $21,847,325 | |
| 4 | SCHW |
Schwab Charles Corp
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|
202,315 | $19,013,563 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
71,241 | $4,778,133 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
30,540 | $1,343,149 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
19,971 | $824,203 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
9,851 | $682,674 |
All Filings in SCHW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,013,563 | 202,315 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $21,114,280 | 211,333 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,081,251 | 126,545 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,481,742 | 114,881 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,797,522 | 86,836 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,397,697 | 72,932 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,034,922 | 46,828 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,654,508 | 49,593 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,029,743 | 41,882 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,482,243 | 50,614 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,364,652 | 43,072 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,424,713 | 42,779 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,561,329 | 48,899 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||