Position in SCHW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,203,071,171
-$122,441,082 QoQ
Shares Held
23,441,915
+0.7% QoQ
Ownership
1.35%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.36099205205718.ToString("F0")%
Shared 0.ToString("F0")%
None 2.6390079479428197.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRIMECAP MANAGEMENT CO/CA/ holds $3,110,843,826 across 8 Capital Markets names. SCHW ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
23,441,915 | $2,203,071,171 | |
| 2 | MKTX |
Marketaxess Holdings Inc
|
3,347,125 | $552,208,682 | |
| 3 | GS |
Goldman Sachs Group Inc
|
153,630 | $129,969,443 | |
| 4 | EVR |
Evercore Inc.
|
353,950 | $105,657,614 | |
| 5 | MS |
Morgan Stanley
|
432,388 | $71,158,093 | |
| 6 | TW |
Tradeweb Markets Inc.
|
328,082 | $38,602,128 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
290,700 | $5,363,415 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
16,000 | $4,813,280 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,203,071,171 | 23,441,915 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,325,512,253 | 23,276,071 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,024,841,082 | 21,209,187 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,736,735,699 | 19,034,806 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,096,082,665 | 14,002,078 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $314,716,423 | 4,252,350 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $67,165,843 | 1,036,350 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $78,018,182 | 1,058,735 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $77,555,714 | 1,072,100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $86,544,070 | 1,257,908 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $69,690,499 | 1,269,408 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $72,369,477 | 1,276,808 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $68,403,461 | 1,305,908 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $225,546,510 | 2,708,942 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $377,550,071 | 5,253,236 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $711,908,512 | 11,267,941 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,496,797,922 | 17,753,504 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,381,103,452 | 28,312,764 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,117,201,237 | 29,066,464 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,124,001,597 | 29,171,839 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,917,092,345 | 29,412,279 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,509,495,539 | 28,459,569 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,035,991,741 | 28,594,859 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $971,038,853 | 28,780,049 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $977,671,583 | 29,080,059 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||