Position in SCHW
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$24,976,594
-$3,461,788 QoQ
Shares Held
265,765
-6.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $217,677,320 across 37 Capital Markets names. SCHW ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
92,786 | $78,496,028 | |
| 2 | MS |
Morgan Stanley
|
372,346 | $61,276,981 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
265,765 | $24,976,594 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
150,782 | $10,449,192 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
127,601 | $8,558,199 | |
| 6 | BMNR |
Bitmine Immersion Technologies, Inc.
|
337,984 | $6,685,323 | |
| 7 | IREN |
IREN Ltd
|
127,991 | $4,387,531 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
42,863 | $4,089,558 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,976,594 | 265,765 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $28,438,382 | 284,640 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $31,265,183 | 327,487 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $33,165,010 | 363,492 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $28,670,676 | 366,258 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $28,712,253 | 387,951 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $26,650,649 | 411,212 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $32,395,155 | 439,614 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $32,955,138 | 455,559 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $30,229,206 | 439,378 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $24,074,144 | 438,509 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $30,886,859 | 544,934 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $18,384,751 | 350,988 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $18,431,349 | 221,371 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $11,302,348 | 157,261 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,753,665 | 154,379 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,738,565 | 139,231 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $11,063,607 | 131,553 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $8,055,229 | 110,588 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,073,245 | 110,881 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,738,569 | 103,384 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,200,890 | 98,056 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,823,243 | 105,527 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,667,234 | 108,691 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $3,501,758 | 104,157 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||