Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$582,176,917
+$42,455,983 QoQ
Shares Held
6,309,493
+9.9% QoQ
Ownership
0.365%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#40
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 77%
Shared 11%
None 12%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $6,615,956,269 across 37 Capital Markets names. SCHW ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,872,835 | $1,894,129,132 | |
| 2 | MS |
Morgan Stanley
|
7,023,920 | $1,468,280,235 | |
| 3 | SCHW |
Schwab Charles Corp
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|
6,309,493 | $582,176,917 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,789,915 | $279,772,674 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
820,595 | $231,145,198 | |
| 6 | SF |
Stifel Financial Corp
|
2,902,428 | $202,502,398 | |
| 7 | SNEX |
StoneX Group Inc.
|
2,479,350 | $195,868,649 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
6,987,744 | $191,324,429 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,176,917 | 6,309,493 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $539,720,934 | 5,742,934 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $567,684,122 | 5,681,955 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $548,692,151 | 5,747,273 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $503,471,534 | 5,518,101 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $428,831,694 | 5,478,177 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $359,323,284 | 4,855,064 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $316,205,460 | 4,878,961 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $361,395,432 | 4,904,267 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $332,340,013 | 4,594,139 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $313,292,563 | 4,553,671 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $232,983,959 | 4,243,788 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $221,154,078 | 3,901,801 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $192,165,560 | 3,668,682 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $291,037,491 | 3,495,526 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $244,306,611 | 3,399,285 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $209,554,031 | 3,316,778 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $294,544,825 | 3,493,593 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $291,284,807 | 3,463,553 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $263,214,551 | 3,613,599 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $336,052,152 | 4,615,467 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $373,155,825 | 5,725,005 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $305,140,021 | 5,753,017 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $142,098,733 | 3,922,129 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $128,159,433 | 3,798,442 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $123,261,274 | 3,666,308 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||