Position in SCHW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$946,581,971
-$9,640,252 QoQ
Shares Held
10,072,164
+5.2% QoQ
Ownership
0.579%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.4930197721165.ToString("F0")%
Shared 0.ToString("F0")%
None 8.506980227883501.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Legal & General Group Plc holds $4,968,684,569 across 43 Capital Markets names. SCHW ranks #3 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,083,178 | $1,762,347,755 | |
| 2 | MS |
Morgan Stanley
|
8,295,263 | $1,365,151,430 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
10,072,164 | $946,581,971 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,228,059 | $293,004,487 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,506,521 | $168,112,361 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
287,069 | $86,358,965 | |
| 7 | XP |
XP Inc.
|
2,816,304 | $53,622,427 | |
| 8 | FUTU |
Futu Holdings Ltd
|
332,856 | $45,521,385 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||