Position in SCHW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$3,847,659
+$116,653 QoQ
Shares Held
41,700
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#721
of 2,296 holders
Holding Since
Mar 2020
11 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, 2026E. Ohman J:or Asset Management AB holds $32,233,472 across 9 Capital Markets names. SCHW ranks #3 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,361 | $10,478,804 | |
| 2 | MS |
Morgan Stanley
|
42,627 | $8,910,748 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
41,700 | $3,847,659 | |
| 4 | FUTU |
Futu Holdings Ltd
|
39,400 | $3,693,356 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
27,727 | $2,780,463 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
11,195 | $974,412 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
2,916 | $821,378 | |
| 8 | TW |
Tradeweb Markets Inc.
|
4,124 | $410,997 |
All Filings in SCHW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,847,659 | 41,700 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,731,006 | 39,700 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,236,184 | 42,400 | Shares | Sole | 2026-01-12 | |
| 2023-06-30 | $1,388,660 | 24,500 | Shares | Sole | 2024-04-05 | |
| 2021-09-30 | $4,778,304 | 65,600 | Shares | Sole | 2024-04-05 | |
| 2021-06-30 | $4,616,154 | 63,400 | Shares | Sole | 2024-04-05 | |
| 2021-03-31 | $4,041,160 | 62,000 | Shares | Sole | 2024-04-05 | |
| 2020-12-31 | $1,601,808 | 30,200 | Shares | Sole | 2024-04-05 | |
| 2020-09-30 | $945,603 | 26,100 | Shares | Sole | 2024-04-05 | |
| 2020-06-30 | $880,614 | 26,100 | Shares | Sole | 2024-04-05 | |
| 2020-03-31 | $877,482 | 26,100 | Shares | Sole | 2024-04-05 | |
| No filing history on record for this holder in this stock. | ||||||