MML INVESTORS SERVICES, LLC

Position in SCHW — Schwab Charles Corp

CIK 701059 SPRINGFIELD, MA

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$57,359,276

+$3,319,179 QoQ

Shares Held

621,646

+8.1% QoQ

Ownership

0.036%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

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, 2026

MML INVESTORS SERVICES, LLC holds $329,880,726 across 26 Capital Markets names. SCHW ranks #3 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	510,682	$106,752,965
2	GS	Goldman Sachs Group Inc	94,585	$95,660,431
3	SCHW	Schwab Charles Corp This page	621,646	$57,359,276
4	HOOD	Robinhood Markets, Inc.	195,031	$19,557,708
5	MRX	Marex Group Ltd	262,551	$16,002,483
6	IREN	IREN Ltd	101,303	$4,632,586
7	LPLA	LPL Financial Holdings Inc.	16,070	$4,526,597
8	IBKR	Interactive Brokers Group, Inc.	47,189	$4,107,330

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,359,276	621,646	+8.1%	Shares	Defined	2026-08-07
2026-03-31	$54,040,097	575,017	-16.9%	Shares	Defined	2026-05-04
2025-12-31	$69,156,203	692,185	+2.4%	Shares	Defined	2026-02-13
2025-09-30	$64,557,482	676,207	+3.5%	Shares	Defined	2025-11-14
2025-06-30	$59,617,949	653,419	+5.1%	Shares	Defined	2025-08-14
2025-03-31	$48,688,437	621,978	+4.1%	Shares	Defined	2025-05-14
2024-12-31	$44,232,742	597,659	+2.1%	Shares	Defined	2025-02-13
2024-09-30	$37,933,811	585,308	+11.9%	Shares	Defined	2024-11-15
2024-06-30	$38,559,987	523,273	-15.8%	Shares	Defined	2024-08-14
2024-03-31	$44,943,178	621,277	+11.7%	Shares	Defined	2024-05-14
2023-12-31	$38,278,737	556,377	+23.1%	Shares	Defined	2024-02-14
2023-09-30	$24,813,098	451,969	+2.4%	Shares	Defined	2023-11-14
2023-06-30	$25,007,726	441,209	+40.5%	Shares	Defined	2023-08-14
2023-03-31	$16,448,629	314,025	+31.5%	Shares	Defined	2023-05-12
2022-12-31	$19,877,492	238,740	+33.5%	Shares	Defined	2023-02-13
2022-09-30	$12,853,590	178,845	+121.0%	Shares	Defined	2022-11-14
2022-06-30	$5,113,726	80,939	-4.1%	Shares	Defined	2022-08-12
2022-03-31	$7,118,883	84,437	+11.9%	Shares	Defined	2022-05-13
2021-12-31	$6,346,522	75,464	-1.9%	Shares	Defined	2022-02-14
2021-09-30	$5,600,886	76,893	+5.0%	Shares	Defined	2021-11-15
2021-06-30	$5,333,696	73,255	+4.2%	Shares	Defined	2021-08-13
2021-03-31	$4,582,805	70,310	+7.0%	Shares	Defined	2021-05-14
2020-12-31	$3,484,038	65,687	+11.3%	Shares	Defined	2021-02-12
2020-09-30	$2,138,729	59,032	+1.2%	Shares	Defined	2020-11-13
2020-06-30	$1,968,965	58,357	-13.1%	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.