Position in SCHW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$37,737,478
-$138,300 QoQ
Shares Held
401,548
+5.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89.89109618550258.ToString("F0")%
Shared 5.497488463367924.ToString("F0")%
None 4.611415351129507.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PNC FINANCIAL SERVICES GROUP, INC. holds $613,900,482 across 41 Capital Markets names. SCHW ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,411,894 | $396,925,392 | |
| 2 | GS |
Goldman Sachs Group Inc
|
172,593 | $146,011,948 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
401,548 | $37,737,478 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
132,619 | $9,190,493 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
57,096 | $3,829,425 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
71,409 | $2,947,047 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
8,940 | $2,689,417 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
16,590 | $2,382,654 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,737,478 | 401,548 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $37,875,778 | 379,099 | Shares | Defined | 2026-02-06 | |
| 2025-09-30 | $33,754,371 | 353,560 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $33,112,178 | 362,913 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $26,670,383 | 340,705 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $22,700,714 | 306,725 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $19,853,892 | 306,340 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $22,406,250 | 304,061 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $23,681,146 | 327,359 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $21,759,921 | 316,278 | Shares | Defined | 2024-03-22 | |
| 2023-09-30 | $17,334,891 | 315,754 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,544,157 | 309,530 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $16,628,706 | 317,463 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $29,693,678 | 356,638 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $25,615,039 | 356,408 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $21,722,417 | 343,818 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $30,879,124 | 366,257 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $33,479,533 | 398,092 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $20,705,495 | 284,260 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $20,236,079 | 277,930 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $18,829,455 | 288,884 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $15,288,988 | 288,254 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $11,389,478 | 314,366 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $11,423,078 | 338,562 | Shares | Defined | 2020-08-28 | |
| 2020-03-31 | $12,652,780 | 376,347 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||