Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$310,999,649
-$24,836,226 QoQ
Shares Held
3,309,211
-1.6% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026LORD, ABBETT & CO. LLC holds $1,072,661,084 across 15 Capital Markets names. SCHW ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,150,577 | $353,920,456 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
3,309,211 | $310,999,649 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,463,821 | $98,178,474 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
985,107 | $93,989,058 | |
| 5 | PIPR |
Piper Sandler Companies
|
519,243 | $39,748,051 | |
| 6 | SNEX |
StoneX Group Inc.
|
431,569 | $34,806,039 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
860,687 | $33,497,938 | |
| 8 | WULF |
Terawulf Inc.
|
2,188,848 | $31,585,076 |
All Filings in SCHW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $310,999,649 | 3,309,211 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $335,835,875 | 3,361,384 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $327,807,224 | 3,433,615 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $372,114,128 | 4,078,410 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $325,050,498 | 4,152,408 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $299,433,506 | 4,045,852 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $257,155,127 | 3,967,831 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $294,857,565 | 4,001,324 | Shares | Sole | 2024-10-07 | |
| 2024-03-31 | $293,849,420 | 4,062,060 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $271,447,510 | 3,945,458 | Shares | Sole | 2024-10-07 | |
| 2023-09-30 | $158,765,913 | 2,891,911 | Shares | Sole | 2024-10-07 | |
| 2023-06-30 | $132,779,531 | 2,342,617 | Shares | Sole | 2024-10-07 | |
| 2023-03-31 | $122,502,834 | 2,338,733 | Shares | Sole | 2024-10-07 | |
| 2022-12-31 | $152,004,701 | 1,825,663 | Shares | Sole | 2024-10-07 | |
| 2022-09-30 | $87,676,440 | 1,219,931 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $90,627,432 | 1,074,931 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||