Position in SCHW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$54,040,097
-$15,116,106 QoQ
Shares Held
575,017
-16.9% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026MML INVESTORS SERVICES, LLC holds $233,720,852 across 25 Capital Markets names. SCHW ranks #3 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
436,384 | $71,815,714 | |
| 2 | GS |
Goldman Sachs Group Inc
|
81,915 | $69,299,270 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
575,017 | $54,040,097 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
156,360 | $10,835,748 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
14,209 | $4,274,493 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
62,039 | $4,160,955 | |
| 7 | SF |
Stifel Financial Corp
|
41,216 | $3,046,686 | |
| 8 | PIPR |
Piper Sandler Companies
|
31,565 | $2,416,300 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,040,097 | 575,017 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $69,156,203 | 692,185 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $64,557,482 | 676,207 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $59,617,949 | 653,419 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $48,688,437 | 621,978 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $44,232,742 | 597,659 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $37,933,811 | 585,308 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $38,559,987 | 523,273 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $44,943,178 | 621,277 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $38,278,737 | 556,377 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $24,813,098 | 451,969 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $25,007,726 | 441,209 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $16,448,629 | 314,025 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $19,877,492 | 238,740 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $12,853,590 | 178,845 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,113,726 | 80,939 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,118,883 | 84,437 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,346,522 | 75,464 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,600,886 | 76,893 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,333,696 | 73,255 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,582,805 | 70,310 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,484,038 | 65,687 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,138,729 | 59,032 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,968,965 | 58,357 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,258,826 | 67,187 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||