Position in SCHW
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$89,891,870
-$9,961,680 QoQ
Shares Held
956,500
-4.3% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Pictet Asset Management Holding SA holds $460,668,860 across 33 Capital Markets names. SCHW ranks #3 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
171,028 | $144,687,977 | |
| 2 | MS |
Morgan Stanley
|
713,742 | $117,460,520 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
956,500 | $89,891,870 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
327,018 | $22,662,347 | |
| 5 | FUTU |
Futu Holdings Ltd
|
125,069 | $17,104,436 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
253,964 | $17,033,365 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
39,830 | $11,982,058 | |
| 8 | XP |
XP Inc.
|
532,173 | $10,132,573 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $89,891,870 | 956,500 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $99,853,550 | 999,435 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $98,456,301 | 1,031,280 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $93,815,340 | 1,028,226 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $80,977,059 | 1,034,454 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $73,063,412 | 987,210 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $53,267,209 | 821,898 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $54,899,565 | 745,007 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $53,803,453 | 743,758 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $53,839,646 | 782,553 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $42,259,384 | 769,752 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||