Position in SCHW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,475,581
+$87,591 QoQ
Shares Held
15,992
+8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,048
of 2,304 holders
Holding Since
Dec 2022
9 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, 2026LBP AM SA holds $37,546,499 across 6 Capital Markets names. SCHW ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
100,884 | $21,088,791 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
29,215 | $8,229,280 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,442 | $3,481,135 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
21,158 | $2,121,724 | |
| 5 | SCHW |
Schwab Charles Corp
This page
|
15,992 | $1,475,581 | |
| 6 | XP |
XP Inc.
|
70,725 | $1,149,988 |
All Filings in SCHW
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,475,581 | 15,992 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,387,990 | 14,769 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $17,481,652 | 174,974 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $15,919,813 | 166,752 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $15,020,202 | 164,623 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,663,973 | 46,806 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,595,701 | 48,584 | Shares | Sole | 2025-02-10 | |
| 2023-03-31 | $3,170,299 | 60,525 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,282,513 | 63,446 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||