Position in SCHW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,367,256
+$118,732 QoQ
Shares Held
14,818
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,072
of 2,296 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cullen/Frost Bankers, Inc. holds $21,072,836 across 15 Capital Markets names. SCHW ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
15,301 | $15,474,972 | |
| 2 | MS |
Morgan Stanley
|
18,481 | $3,863,268 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
14,818 | $1,367,256 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,256 | $125,951 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
1,188 | $103,403 | |
| 6 | SNEX |
StoneX Group Inc.
|
798 | $63,042 | |
| 7 | EVR |
Evercore Inc.
|
170 | $58,044 | |
| 8 | TIGR |
UP Fintech Holding Ltd
|
2,000 | $8,800 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,367,256 | 14,818 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $1,248,524 | 13,285 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $1,209,110 | 12,102 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $1,121,104 | 11,743 | Shares | Defined | 2025-10-31 | |
| 2025-06-30 | $1,007,015 | 11,037 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $771,371 | 9,854 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $738,175 | 9,974 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $746,222 | 11,514 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $1,261,572 | 17,120 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $1,299,949 | 17,970 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,245,073 | 18,097 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $987,431 | 17,986 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $1,048,580 | 18,500 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $745,157 | 14,226 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $1,159,811 | 13,930 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,014,085 | 14,110 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $881,487 | 13,952 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,187,000 | 14,079 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,177,400 | 14,000 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,060,259 | 14,556 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,114,575 | 15,308 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $1,141,041 | 17,506 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $1,113,840 | 21,000 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $887,779 | 24,504 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $1,174,387 | 34,807 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,080,747 | 32,146 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||