Position in SCHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,990,971,948
-$24,748,353 QoQ
Shares Held
31,825,622
+5.4% QoQ
Ownership
1.83%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.50235762870557.ToString("F0")%
Shared 0.ToString("F0")%
None 1.4976423712944242.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FRANKLIN RESOURCES INC holds $7,144,819,300 across 37 Capital Markets names. SCHW ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
31,825,622 | $2,990,971,948 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,264,457 | $1,915,707,972 | |
| 3 | MS |
Morgan Stanley
|
9,175,221 | $1,509,966,113 | |
| 4 | TW |
Tradeweb Markets Inc.
|
1,358,032 | $159,786,043 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,238,447 | $155,124,373 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
402,014 | $120,937,869 | |
| 7 | XP |
XP Inc.
|
3,015,296 | $57,411,233 | |
| 8 | EVR |
Evercore Inc.
|
133,903 | $39,971,381 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,990,971,948 | 31,825,622 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,015,720,301 | 30,184,369 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,874,253,133 | 30,106,349 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,740,478,885 | 30,035,937 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,287,366,018 | 29,220,312 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,791,490,793 | 24,206,064 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,572,370,572 | 24,261,234 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $1,555,102,983 | 21,103,311 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,411,433,983 | 19,511,114 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $651,721,619 | 9,472,698 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $434,463,389 | 7,913,723 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $472,732,792 | 8,340,381 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $363,128,066 | 6,932,571 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $417,140,673 | 5,010,097 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $363,089,752 | 5,052,035 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $321,245,405 | 5,084,606 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $444,386,877 | 5,270,868 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $446,320,799 | 5,307,025 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $386,431,420 | 5,305,209 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $383,620,305 | 5,268,786 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $343,589,979 | 5,271,402 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $279,224,143 | 5,264,407 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $197,590,012 | 5,453,768 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $223,449,558 | 6,622,690 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $256,835,617 | 7,639,370 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||