Evelyn Partners Investment Management Services Ltd
Position in SCHW — Schwab Charles Corp
CIK 2065205
London, X0
Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$148,488
-$9,369 QoQ
Shares Held
1,580
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
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, 2026Evelyn Partners Investment Management Services Ltd holds $14,541,398 across 6 Capital Markets names. SCHW ranks #3 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
16,672 | $14,104,345 | |
| 2 | SF |
Stifel Financial Corp
|
3,120 | $230,630 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
1,580 | $148,488 | |
| 4 | MS |
Morgan Stanley
|
185 | $30,445 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
317 | $21,261 | |
| 6 | RIOT |
Riot Platforms, Inc.
|
504 | $6,229 |
All Filings in SCHW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $148,488 | 1,580 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $157,857 | 1,580 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $150,842 | 1,580 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $144,159 | 1,580 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $123,682 | 1,580 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $172,443 | 2,330 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||