Position in SCHW
as of Mar 31, 2026
· filed May 26, 2026
Position Value
$81,222,026
-$6,862,225 QoQ
Shares Held
864,248
-2.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 88.25256176467866.ToString("F0")%
Shared 0.ToString("F0")%
None 11.747438235321344.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GLENMEDE TRUST CO NA holds $176,706,647 across 16 Capital Markets names. SCHW ranks #1 (46.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
864,248 | $81,222,026 | |
| 2 | MS |
Morgan Stanley
|
150,782 | $24,814,192 | |
| 3 | GS |
Goldman Sachs Group Inc
|
25,610 | $21,665,802 | |
| 4 | SF |
Stifel Financial Corp
|
260,062 | $19,223,781 | |
| 5 | MRX |
Marex Group Ltd
|
304,067 | $13,555,305 | |
| 6 | EVR |
Evercore Inc.
|
32,471 | $9,692,917 | |
| 7 | PIPR |
Piper Sandler Companies
|
19,631 | $1,502,753 | |
| 8 | HUT |
Hut 8 Corp.
|
21,161 | $992,662 |
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $81,222,026 | 864,248 | Shares | Defined | 2026-05-26 | |
| 2025-12-31 | $88,084,251 | 881,636 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $74,960,614 | 957,596 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $69,736,366 | 942,256 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $63,653,529 | 982,156 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $73,174,979 | 993,011 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $71,950,448 | 994,615 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $68,469,278 | 995,193 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $41,838,574 | 762,087 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $38,158,958 | 673,235 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $35,264,048 | 673,235 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $52,241,569 | 627,451 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $62,418,518 | 868,492 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $37,439,455 | 592,584 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $50,943,726 | 604,243 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $58,750,745 | 698,582 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $52,046,146 | 714,527 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $53,258,621 | 731,474 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $51,992,455 | 797,675 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $41,682,172 | 785,863 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $28,178,860 | 777,777 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $19,492,338 | 577,722 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $39,790,782 | 1,183,545 | Shares | Defined | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||