Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,442,549
-$720,682 QoQ
Shares Held
15,634
-32.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#356
of 965 holders
Holding Since
Dec 2021
19 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, 2026TD Waterhouse Canada Inc. holds $351,454,240 across 28 Capital Markets names. SCHW ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
146,204 | $147,866,339 | |
| 2 | MS |
Morgan Stanley
|
583,289 | $121,930,732 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
516,646 | $44,968,867 | |
| 4 | EVR |
Evercore Inc.
|
74,739 | $25,518,884 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
53,324 | $5,347,330 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
7,753 | $2,183,865 | |
| 7 | SCHW |
Schwab Charles Corp
This page
|
15,634 | $1,442,549 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
9,870 | $618,158 |
All Filings in SCHW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,549 | 15,634 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $2,163,231 | 23,018 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,865,317 | 48,697 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $643,563 | 6,741 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $178,009 | 1,951 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $45,715 | 584 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $45,220 | 611 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $36,358 | 561 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $41,340 | 561 | Shares | Defined | 2024-11-12 | |
| 2024-03-31 | $40,582 | 561 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $38,596 | 561 | Shares | Defined | 2024-05-10 | |
| 2023-09-30 | $41,778 | 761 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $31,797 | 561 | Shares | Defined | 2023-11-13 | |
| 2023-03-31 | $31,218 | 596 | Shares | Defined | 2023-11-13 | |
| 2022-12-31 | $46,708 | 561 | Shares | Defined | 2023-11-13 | |
| 2022-09-30 | $40,319 | 561 | Shares | Defined | 2023-11-13 | |
| 2022-06-30 | $35,443 | 561 | Shares | Defined | 2023-11-13 | |
| 2022-03-31 | $47,297 | 561 | Shares | Defined | 2023-11-13 | |
| 2021-12-31 | $59,795 | 711 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||