Position in SCHW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,433,691
-$61,906 QoQ
Shares Held
15,538
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,058
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CIGNA INVESTMENTS INC /NEW holds $7,741,396 across 6 Capital Markets names. SCHW ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,738 | $2,769,131 | |
| 2 | MS |
Morgan Stanley
|
10,716 | $2,240,072 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
15,538 | $1,433,691 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
7,243 | $726,328 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
4,098 | $356,689 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
765 | $215,485 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,433,691 | 15,538 | Shares | Defined | 2026-07-21 | |
| 2026-03-31 | $1,495,597 | 15,914 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,646,716 | 16,482 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $1,597,785 | 16,736 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $1,535,660 | 16,831 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $1,313,068 | 16,774 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,144,786 | 15,468 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $998,722 | 15,410 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $1,148,974 | 15,592 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $1,135,593 | 15,698 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $1,093,576 | 15,895 | Shares | Defined | 2024-01-22 | |
| 2023-09-30 | $874,392 | 15,927 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $1,013,495 | 17,881 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $962,430 | 18,374 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,554,547 | 18,671 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,338,435 | 18,623 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,228,724 | 19,448 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,228,734 | 26,435 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,854,269 | 33,939 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,346,779 | 45,947 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,425,492 | 47,047 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $3,470,965 | 53,252 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $2,719,732 | 51,277 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $1,336,162 | 36,880 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,512,361 | 44,824 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $1,087,573 | 32,349 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||