Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,605,520
+$82,064 QoQ
Shares Held
28,238
+5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#845
of 2,296 holders
Holding Since
Sep 2024
8 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, 2026NORDEN GROUP LLC holds $10,053,792 across 11 Capital Markets names. SCHW ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,722 | $3,077,486 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
28,238 | $2,605,520 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,422 | $1,438,168 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,150 | $616,722 | |
| 5 | PJT |
PJT Partners Inc.
|
3,607 | $544,440 | |
| 6 | MRX |
Marex Group Ltd
|
7,013 | $427,442 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
3,805 | $331,187 | |
| 8 | EVR |
Evercore Inc.
|
868 | $296,369 |
All Filings in SCHW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,605,520 | 28,238 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,523,456 | 26,851 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,647,615 | 26,500 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,387,418 | 25,007 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,247,606 | 24,634 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,893,045 | 24,183 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $721,745 | 9,752 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $516,535 | 7,970 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||