Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$867,673,308
-$78,908,663 QoQ
Shares Held
9,403,634
-6.6% QoQ
Ownership
0.544%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#31
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $5,521,866,523 across 46 Capital Markets names. SCHW ranks #3 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,948,308 | $1,970,460,261 | |
| 2 | MS |
Morgan Stanley
|
7,494,442 | $1,566,638,155 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
9,403,634 | $867,673,308 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,240,596 | $425,246,966 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,286,593 | $199,025,053 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
283,459 | $79,844,729 | |
| 7 | IREN |
IREN Ltd
|
1,321,600 | $60,436,767 | |
| 8 | XP |
XP Inc.
|
2,806,911 | $45,640,371 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $867,673,308 | 9,403,634 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $946,581,971 | 10,072,164 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $956,222,223 | 9,570,836 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $857,729,020 | 8,984,278 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $781,922,145 | 8,569,949 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $679,360,493 | 8,678,596 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $593,461,321 | 8,018,664 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $525,948,379 | 8,115,235 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $609,456,312 | 8,270,543 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $612,751,556 | 8,470,439 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $585,632,135 | 8,512,095 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $469,170,073 | 8,545,903 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $508,194,862 | 8,966,035 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $469,652,226 | 8,966,251 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $738,349,346 | 8,867,996 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $672,953,306 | 9,363,480 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $624,291,056 | 9,881,150 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $828,611,325 | 9,828,150 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $775,167,024 | 9,217,206 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $700,099,183 | 9,611,466 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $691,026,239 | 9,490,815 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $603,182,042 | 9,254,097 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $503,967,568 | 9,501,651 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $270,667,083 | 7,470,800 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $261,437,087 | 7,748,580 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $240,172,336 | 7,143,734 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||