Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,098,388
-$19,377,617 QoQ
Shares Held
239,497
-45.7% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Jain Global LLC holds $104,289,614 across 16 Capital Markets names. SCHW ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
239,497 | $22,098,388 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
54,840 | $15,447,331 | |
| 3 | EVR |
Evercore Inc.
|
45,101 | $15,399,285 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
201,434 | $12,615,811 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
71,415 | $9,578,893 | |
| 6 | MS |
Morgan Stanley
|
42,210 | $8,823,578 | |
| 7 | TW |
Tradeweb Markets Inc.
|
75,216 | $7,496,026 | |
| 8 | WULF |
Terawulf Inc.
|
222,856 | $5,504,543 |
All Filings in SCHW
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,098,388 | 239,497 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $41,476,005 | 441,328 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $65,017,131 | 650,757 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $14,588,484 | 152,807 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $13,462,918 | 147,555 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,956,384 | 178,288 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,231,623 | 30,153 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||