Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,476,005
-$23,541,126 QoQ
Shares Held
441,328
-32.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Jain Global LLC holds $152,672,629 across 18 Capital Markets names. SCHW ranks #1 (27.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
441,328 | $41,476,005 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
102,208 | $30,747,232 | |
| 3 | SF |
Stifel Financial Corp
|
250,226 | $18,496,705 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
232,705 | $15,607,524 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
90,583 | $13,009,530 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
125,502 | $8,697,288 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
60,614 | $5,783,181 | |
| 8 | TW |
Tradeweb Markets Inc.
|
28,613 | $3,366,605 |
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||