Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,287,325
+$1,212,609 QoQ
Shares Held
360,760
+5.7% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#286
of 2,304 holders
Holding Since
Dec 2025
3 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, 2026PINEBRIDGE INVESTMENTS LLC holds $241,144,131 across 7 Capital Markets names. SCHW ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
122,140 | $123,528,731 | |
| 2 | MS |
Morgan Stanley
|
347,508 | $72,643,072 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
360,760 | $33,287,325 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
83,537 | $7,271,060 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
30,153 | $3,023,742 | |
| 6 | EVR |
Evercore Inc.
|
3,219 | $1,099,095 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,921 | $291,106 |
All Filings in SCHW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,287,325 | 360,760 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,074,716 | 341,293 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,745,821 | 87,537 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||