Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,156,225,772
+$331,667,530 QoQ
Shares Held
12,530,896
+42.8% QoQ
Ownership
0.725%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#22
of 2,303 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 87%
None 13%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AMERIPRISE FINANCIAL INC holds $6,805,114,739 across 38 Capital Markets names. SCHW ranks #3 (17.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,101,563 | $2,947,790,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,407,422 | $1,423,424,385 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
12,530,896 | $1,156,225,772 | |
| 4 | HUT |
Hut 8 Corp.
|
1,805,197 | $208,400,965 | |
| 5 | MC |
Moelis & Co
|
2,344,828 | $153,398,644 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
1,223,763 | $122,718,951 | |
| 7 | SNEX |
StoneX Group Inc.
|
1,371,951 | $108,384,128 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
3,185,945 | $87,231,173 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,156,225,772 | 12,530,896 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $824,558,242 | 8,773,763 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $905,829,315 | 9,066,453 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $770,635,270 | 8,072,015 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $835,962,318 | 9,162,235 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $764,199,259 | 9,762,382 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $719,610,327 | 9,723,150 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $598,197,852 | 9,230,024 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $603,240,632 | 8,186,194 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $673,556,723 | 9,310,986 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $570,774,154 | 8,296,136 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $390,183,959 | 7,107,176 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $140,729,295 | 2,482,874 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $149,572,606 | 2,855,529 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $168,065,303 | 2,018,560 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $121,454,835 | 1,689,924 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $111,530,955 | 1,765,289 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $231,460,793 | 2,745,354 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $267,904,331 | 3,185,545 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $263,808,120 | 3,621,748 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $335,522,383 | 4,608,191 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $196,231,621 | 3,010,611 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $172,857,092 | 3,258,995 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $161,284,183 | 4,451,675 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $184,164,051 | 5,458,330 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $155,828,698 | 4,635,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||