Position in SCHW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$17,686,862
-$1,722,351 QoQ
Shares Held
191,686
-7.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#388
of 2,310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026M&T Bank Corp holds $233,961,194 across 26 Capital Markets names. SCHW ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
786,515 | $164,413,087 | |
| 2 | GS |
Goldman Sachs Group Inc
|
29,511 | $29,846,537 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
191,686 | $17,686,862 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
52,432 | $5,257,877 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
29,882 | $2,600,925 | |
| 6 | BGC |
BGC Group, Inc.
|
185,795 | $1,986,147 | |
| 7 | LAZ |
Lazard, Inc.
|
41,592 | $1,744,365 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
4,831 | $1,360,792 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,686,862 | 191,686 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $19,409,213 | 206,525 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $21,975,098 | 219,949 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $20,589,724 | 215,667 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $21,868,400 | 239,680 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,682,484 | 251,437 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $21,321,018 | 288,083 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $22,029,042 | 339,902 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $32,767,284 | 444,664 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $36,745,531 | 507,956 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $32,142,874 | 467,193 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $27,044,833 | 492,620 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $28,027,743 | 494,491 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $27,589,009 | 526,709 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $49,944,587 | 599,863 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $40,834,300 | 568,169 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $36,407,089 | 576,244 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $45,777,123 | 542,962 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $45,235,369 | 537,876 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $37,254,816 | 511,461 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $36,012,695 | 494,612 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $32,767,480 | 502,723 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $26,522,596 | 500,049 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $15,321,011 | 422,882 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $12,429,543 | 368,392 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $11,298,603 | 336,068 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||