Position in SCHW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,010,642
+$662,968 QoQ
Shares Held
195,195
+5.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
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 Jun 30, 2026OP Asset Management Ltd holds $123,236,548 across 15 Capital Markets names. SCHW ranks #3 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,516 | $33,897,076 | |
| 2 | MS |
Morgan Stanley
|
132,619 | $27,722,675 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
195,195 | $18,010,642 | |
| 4 | SNEX |
StoneX Group Inc.
|
113,138 | $8,937,862 | |
| 5 | PIPR |
Piper Sandler Companies
|
115,629 | $8,364,601 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
83,174 | $8,340,688 | |
| 7 | VIRT |
Virtu Financial, Inc.
|
77,507 | $4,617,091 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
47,616 | $4,144,496 |
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,010,642 | 195,195 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $17,347,674 | 184,589 | Shares | Sole | 2026-09-28 | |
| 2025-12-31 | $22,169,329 | 221,893 | Shares | Sole | 2026-09-28 | |
| 2025-09-30 | $20,909,362 | 219,015 | Shares | Sole | 2026-09-18 | |
| 2025-06-30 | $17,781,946 | 194,892 | Shares | Sole | 2026-09-18 | |
| 2025-03-31 | $15,638,230 | 199,773 | Shares | Sole | 2026-09-18 | |
| No filing history on record for this holder in this stock. | ||||||