Position in SCHW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,735,690
-$28,501 QoQ
Shares Held
18,811
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#981
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WESTPAC BANKING CORP holds $12,854,334 across 9 Capital Markets names. SCHW ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,443 | $5,504,886 | |
| 2 | TW |
Tradeweb Markets Inc.
|
24,249 | $2,416,653 | |
| 3 | MS |
Morgan Stanley
|
10,021 | $2,094,789 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
18,811 | $1,735,690 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,915 | $392,596 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
2,194 | $248,997 | |
| 7 | EVR |
Evercore Inc.
|
710 | $242,422 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
1,664 | $144,834 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,735,690 | 18,811 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $1,764,191 | 18,772 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,977,217 | 19,790 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $4,212,898 | 44,128 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,799,458 | 96,443 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $8,689,000 | 110,999 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,663,961 | 63,018 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,937,261 | 107,040 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $10,098,108 | 137,035 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,225,347 | 113,704 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $8,524,388 | 123,901 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $5,334,906 | 97,175 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,188,733 | 162,116 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $33,337,035 | 636,446 | Shares | Defined | 2023-05-04 | |
| 2022-12-31 | $81,333,108 | 976,857 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $86,728,325 | 1,206,739 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $83,739,020 | 1,325,404 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $101,955,065 | 1,209,288 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $112,993,642 | 1,343,563 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $97,301,194 | 1,335,821 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $103,562,314 | 1,422,364 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $96,535,156 | 1,481,055 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $91,551,700 | 1,726,088 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $29,912,209 | 825,620 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $18,748,977 | 555,690 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $26,316,353 | 782,759 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||