Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,813,398
+$25,635,913 QoQ
Shares Held
349,153
+343.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 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 Mar 31, 2026Longaeva Partners L.P. holds $241,904,557 across 7 Capital Markets names. SCHW ranks #4 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
67,586 | $57,177,080 | |
| 2 | MS |
Morgan Stanley
|
313,485 | $51,590,226 | |
| 3 | EVR |
Evercore Inc.
|
157,263 | $46,944,578 | |
| 4 | SCHW |
Schwab Charles Corp
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|
349,153 | $32,813,398 | |
| 5 | PJT |
PJT Partners Inc.
|
154,987 | $21,654,783 | |
| 6 | PIPR |
Piper Sandler Companies
|
211,601 | $16,198,056 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
231,496 | $15,526,436 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,813,398 | 349,153 | Shares | Other | 2026-05-15 | |
| 2025-06-30 | $7,177,485 | 78,666 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $43,782,004 | 559,300 | Shares | Other | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||