Position in SCHW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$107,081,184
+$2,823,704 QoQ
Shares Held
1,139,404
+9.2% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 78.14848815696628.ToString("F0")%
Shared 0.07890089906652951.ToString("F0")%
None 21.772610943967198.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,114,647,342 across 34 Capital Markets names. SCHW ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
3,775,258 | $279,067,070 | |
| 2 | MS |
Morgan Stanley
|
1,638,520 | $269,651,232 | |
| 3 | GS |
Goldman Sachs Group Inc
|
317,678 | $268,752,409 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
1,139,404 | $107,081,184 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
164,557 | $49,503,678 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
649,346 | $43,551,634 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
197,234 | $13,668,314 | |
| 8 | EVR |
Evercore Inc.
|
34,308 | $10,241,280 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,081,184 | 1,139,404 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $104,257,480 | 1,043,514 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $102,401,883 | 1,072,608 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $100,082,431 | 1,096,914 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $73,178,724 | 934,833 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $62,307,091 | 841,874 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $54,861,467 | 846,497 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $77,437,428 | 1,050,854 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $86,677,352 | 1,198,194 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $87,337,331 | 1,269,438 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $63,941,424 | 1,164,689 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $62,253,795 | 1,098,338 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $62,057,832 | 1,184,762 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $103,584,345 | 1,244,107 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $92,798,613 | 1,291,201 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $84,318,509 | 1,334,576 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $122,249,582 | 1,450,001 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $122,147,426 | 1,452,407 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $98,470,063 | 1,351,868 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $93,946,885 | 1,290,302 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $72,643,302 | 1,114,503 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $58,447,796 | 1,101,957 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $38,217,140 | 1,054,848 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $35,854,753 | 1,062,678 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $40,859,424 | 1,215,331 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||