STATE OF MICHIGAN RETIREMENT SYSTEM
PensionPosition in SCHW — Schwab Charles Corp
CIK 762152
EAST LANSING, MI
Position in SCHW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$40,005,134
-$1,004,542 QoQ
Shares Held
433,566
-0.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#249
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, 2026STATE OF MICHIGAN RETIREMENT SYSTEM holds $224,909,822 across 11 Capital Markets names. SCHW ranks #3 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
75,567 | $76,426,196 | |
| 2 | MS |
Morgan Stanley
|
306,926 | $64,159,811 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
433,566 | $40,005,134 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
218,359 | $21,897,040 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
114,100 | $9,931,264 | |
| 6 | EVR |
Evercore Inc.
|
9,005 | $3,074,667 | |
| 7 | SF |
Stifel Financial Corp
|
35,830 | $2,499,859 | |
| 8 | BMNR |
Bitmine Immersion Technologies, Inc.
|
160,712 | $2,139,076 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,005,134 | 433,566 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $41,009,676 | 436,366 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $43,687,246 | 437,266 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $44,056,159 | 461,466 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $42,368,753 | 464,366 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $36,186,182 | 462,266 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $30,030,741 | 405,766 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $26,368,985 | 406,866 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $30,129,335 | 408,866 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $29,497,792 | 407,766 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $28,033,660 | 407,466 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $22,380,863 | 407,666 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $23,163,188 | 408,666 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $21,940,201 | 418,866 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $34,516,765 | 414,566 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $29,701,427 | 413,266 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $25,712,111 | 406,966 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $31,975,916 | 379,266 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $31,835,214 | 378,540 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $27,456,309 | 376,940 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $27,452,282 | 377,040 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $24,484,215 | 375,640 | Shares | Sole | 2021-07-27 | |
| 2020-12-31 | $19,897,425 | 375,140 | Shares | Sole | 2021-07-27 | |
| 2020-09-30 | $11,638,525 | 321,240 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $9,873,673 | 292,640 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $8,813,045 | 262,137 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||