Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,240,267
+$27,238 QoQ
Shares Held
45,955
+2.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#689
of 2,296 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026HUNTINGTON NATIONAL BANK holds $247,639,496 across 31 Capital Markets names. SCHW ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
166,524 | $168,417,375 | |
| 2 | MS |
Morgan Stanley
|
338,362 | $70,731,189 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
45,955 | $4,240,267 | |
| 4 | EVR |
Evercore Inc.
|
6,386 | $2,180,434 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
6,586 | $660,444 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,267 | $356,888 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
2,357 | $205,153 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
1,262 | $169,272 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,240,267 | 45,955 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,213,029 | 44,829 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,637,122 | 46,413 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,961,622 | 41,496 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,472,137 | 38,055 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $3,021,293 | 38,596 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,601,303 | 35,148 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,373,388 | 21,191 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $1,772,980 | 24,060 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,927,426 | 26,644 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $1,794,166 | 26,078 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,755,372 | 31,974 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $1,778,787 | 31,383 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,620,584 | 30,939 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,934,962 | 23,240 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,613,624 | 22,452 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $1,445,684 | 22,882 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $1,946,211 | 23,084 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $2,034,631 | 24,193 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $1,866,595 | 25,626 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $2,137,844 | 29,362 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $460,887 | 7,071 | Shares | Defined | 2021-04-12 | |
| 2020-12-31 | $384,380 | 7,247 | Shares | Defined | 2021-01-11 | |
| 2020-09-30 | $276,470 | 7,631 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $182,363 | 5,405 | Shares | Defined | 2020-07-30 | |
| 2020-03-31 | $178,286 | 5,303 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||