Position in SCHW
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$24,817,031
+$1,406,989 QoQ
Shares Held
268,961
+8.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#328
of 2,304 holders
Holding Since
Mar 2025
5 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, 2026Rakuten Investment Management, Inc. holds $133,409,854 across 5 Capital Markets names. SCHW ranks #3 (18.6% of the industry book) .
All Filings in SCHW
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,817,031 | 268,961 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $23,410,042 | 249,096 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $22,211,891 | 222,319 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,021,768 | 21,177 | Shares | Sole | 2025-10-30 | |
| 2025-03-31 | $12,257,238 | 156,582 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||