Financiere des Professionnels - Fonds d'investissement inc.
Position in SCHW — Schwab Charles Corp
CIK 1996846
MONTREAL, A8
Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,110,883
-$57,652 QoQ
Shares Held
33,715
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#785
of 2,304 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Financiere des Professionnels - Fonds d'investissement inc. holds $28,453,722 across 6 Capital Markets names. SCHW ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
50,759 | $10,610,660 | |
| 2 | GS |
Goldman Sachs Group Inc
|
10,120 | $10,235,064 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
12,104 | $3,409,454 | |
| 4 | SCHW |
Schwab Charles Corp
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|
33,715 | $3,110,883 | |
| 5 | BGC |
BGC Group, Inc.
|
68,450 | $731,730 | |
| 6 | GOLD |
Gold.com, Inc.
|
8,554 | $355,931 |
All Filings in SCHW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,110,883 | 33,715 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3,168,535 | 33,715 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $23,564,571 | 235,858 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $24,794,035 | 259,705 | Shares | Defined | 2025-10-21 | |
| 2025-06-30 | $25,098,298 | 275,080 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $20,884,008 | 266,786 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $20,467,687 | 276,553 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $18,927,306 | 292,043 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $17,449,570 | 236,797 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $17,015,308 | 235,213 | Shares | Defined | 2024-04-11 | |
| 2023-12-31 | $16,182,654 | 235,213 | Shares | Defined | 2024-01-16 | |
| 2023-09-30 | $12,780,665 | 232,799 | Shares | Defined | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||