Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,084,840
+$133,065 QoQ
Shares Held
22,595
+8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#202
of 690 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OLD NATIONAL BANCORP /IN/ holds $14,923,378 across 8 Capital Markets names. SCHW ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VIRT |
Virtu Financial, Inc.
|
88,132 | $5,250,022 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,743 | $4,796,927 | |
| 3 | SCHW |
Schwab Charles Corp
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|
22,595 | $2,084,840 | |
| 4 | MS |
Morgan Stanley
|
7,970 | $1,666,048 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,179 | $332,100 | |
| 6 | PJT |
PJT Partners Inc.
|
1,924 | $290,408 | |
| 7 | SF |
Stifel Financial Corp
|
3,879 | $270,637 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
2,670 | $232,396 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,084,840 | 22,595 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,951,775 | 20,768 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,046,955 | 20,488 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,080,003 | 21,787 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,857,462 | 20,358 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,301,874 | 16,631 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $977,154 | 13,203 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $807,142 | 12,454 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,179,776 | 16,010 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,472,986 | 20,362 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,536,509 | 22,333 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,055,836 | 19,232 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $1,098,231 | 19,376 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,593,556 | 30,423 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,791,124 | 33,523 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,223,010 | 30,931 | Shares | Sole | 2023-02-17 | |
| 2022-06-30 | $2,049,875 | 32,445 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,973,781 | 23,411 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,328,527 | 15,797 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,201,641 | 16,497 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,366,934 | 18,774 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,189,534 | 18,250 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,192,709 | 22,487 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,241,166 | 34,258 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $3,980,509 | 117,976 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,458,885 | 132,626 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||