Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,375,860
+$109,721 QoQ
Shares Held
25,749
+6.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#881
of 2,309 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, 2026PINNACLE ASSOCIATES LTD holds $145,284,802 across 6 Capital Markets names. SCHW ranks #4 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
447,409 | $93,526,377 | |
| 2 | GS |
Goldman Sachs Group Inc
|
36,646 | $37,062,665 | |
| 3 | EVR |
Evercore Inc.
|
34,039 | $11,622,276 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
25,749 | $2,375,860 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
7,412 | $370,451 | |
| 6 | LAZ |
Lazard, Inc.
|
7,801 | $327,173 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,375,860 | 25,749 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,266,139 | 24,113 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,183,932 | 21,859 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,232,661 | 23,386 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,129,085 | 23,335 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,830,812 | 23,388 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,789,635 | 24,181 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,997,322 | 92,537 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,582,948 | 89,333 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $6,831,934 | 94,442 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $6,366,545 | 92,537 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,991,288 | 90,916 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,259,904 | 92,800 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,980,998 | 56,911 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,093,144 | 49,161 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $3,508,477 | 48,817 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,324,405 | 52,618 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,182,196 | 37,744 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,153,245 | 37,494 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,266,853 | 31,121 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,310,406 | 31,732 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,516,860 | 38,614 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,375,008 | 25,924 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $792,096 | 21,863 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $630,128 | 18,676 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $534,255 | 15,891 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||