Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$380,982
-$24,822 QoQ
Shares Held
4,129
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,618
of 2,296 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SouthState Bank Corp holds $13,478,538 across 15 Capital Markets names. SCHW ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
34,384 | $7,187,630 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,656 | $5,720,308 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
4,129 | $380,982 | |
| 4 | PIPR |
Piper Sandler Companies
|
2,060 | $149,020 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
198 | $19,854 | |
| 6 | SF |
Stifel Financial Corp
|
77 | $5,371 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
59 | $5,135 | |
| 8 | EVR |
Evercore Inc.
|
10 | $3,414 |
All Filings in SCHW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,982 | 4,129 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $405,804 | 4,318 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $593,263 | 5,938 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $563,462 | 5,902 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $543,607 | 5,958 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $475,237 | 6,071 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $14,135 | 191 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $3,370 | 52 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $3,831 | 52 | Shares | Defined | 2024-08-02 | |
| 2023-03-31 | $104,078 | 1,987 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $177,010 | 2,126 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $159,191 | 2,215 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $127,433 | 2,017 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $156,394 | 1,855 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $46,086 | 548 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $37,731 | 518 | Shares | Defined | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||