Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$242,662,562
-$39,295,846 QoQ
Shares Held
2,582,066
-8.5% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 95.20147819614216.ToString("F0")%
Shared 4.798521803857841.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, 2026AMERICAN CENTURY COMPANIES INC holds $1,997,382,144 across 33 Capital Markets names. SCHW ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
5,744,408 | $385,277,444 | |
| 2 | SNEX |
StoneX Group Inc.
|
3,398,475 | $274,087,008 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
2,582,066 | $242,662,562 | |
| 4 | MS |
Morgan Stanley
|
1,400,026 | $230,402,278 | |
| 5 | GS |
Goldman Sachs Group Inc
|
223,579 | $189,145,598 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
487,789 | $146,741,564 | |
| 7 | TW |
Tradeweb Markets Inc.
|
959,194 | $112,858,766 | |
| 8 | PIPR |
Piper Sandler Companies
|
741,943 | $56,795,736 |
All Filings in SCHW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $242,662,562 | 2,582,066 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $281,958,408 | 2,822,124 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $259,931,777 | 2,722,654 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $276,067,240 | 3,025,726 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $271,733,911 | 3,471,307 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $224,543,083 | 3,033,956 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $254,725,400 | 3,930,341 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $239,072,467 | 3,244,300 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $260,579,531 | 3,602,150 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $234,833,320 | 3,413,275 | Shares | Defined | 2024-02-13 | |
| 2023-06-30 | $320,584,573 | 5,656,044 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $200,894,899 | 3,835,336 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $215,533,829 | 2,588,684 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $274,536,716 | 3,819,907 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $304,051,601 | 4,812,466 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $766,326,976 | 9,089,396 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $857,435,242 | 10,195,425 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $771,673,734 | 10,594,093 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $855,572,617 | 11,750,757 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $792,050,022 | 12,151,734 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $688,484,765 | 12,980,482 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $531,659,018 | 14,674,552 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $325,242,330 | 9,639,666 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $313,343,140 | 9,320,141 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||