KING LUTHER CAPITAL MANAGEMENT CORP

Position in SCHW — Schwab Charles Corp

CIK 310051 FORT WORTH, TX

Position in SCHW

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$30,459,526

-$3,791,391 QoQ

Shares Held

330,113

-9.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#299

of 2,304 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KING LUTHER CAPITAL MANAGEMENT CORP holds $174,876,239 across 7 Capital Markets names. SCHW ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	129,697	$131,171,654
2	SCHW	Schwab Charles Corp This page	330,113	$30,459,526
3	PIPR	Piper Sandler Companies	53,131	$3,843,496
4	MS	Morgan Stanley	16,280	$3,403,171
5	LPLA	LPL Financial Holdings Inc.	10,380	$2,923,838
6	HLI	Houlihan Lokey, Inc.	12,333	$1,654,225
7	MIAX	Miami International Holdings, Inc.	38,222	$1,420,329

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,459,526	330,113	-9.4%	Shares	Sole	2026-08-10
2026-03-31	$34,250,917	364,449	+22.2%	Shares	Sole	2026-05-11
2025-12-31	$29,798,457	298,253	+0.6%	Shares	Sole	2026-02-09
2025-09-30	$28,298,167	296,409	+34.4%	Shares	Sole	2025-11-07
2025-06-30	$20,126,540	220,589	+755.6%	Shares	Sole	2025-08-07
2025-03-31	$2,018,136	25,781	+0.4%	Shares	Sole	2025-05-12
2024-12-31	$1,899,910	25,671	-5.1%	Shares	Sole	2025-02-07
2024-09-30	$1,754,017	27,064	+2.2%	Shares	Sole	2024-11-08
2024-06-30	$1,952,195	26,492	+79.4%	Shares	Sole	2024-08-12
2024-03-31	$1,068,534	14,771	-2.5%	Shares	Sole	2024-05-14
2023-12-31	$1,041,838	15,143	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.