AMERIPRISE FINANCIAL INC

Position in SCHW — Schwab Charles Corp

CIK 820027 MINNEAPOLIS, MN

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$824,558,242

-$81,271,073 QoQ

Shares Held

8,773,763

-3.2% QoQ

Ownership

0.504%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 86.19383723950601.ToString("F0")% None 13.806162760493986.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

AMERIPRISE FINANCIAL INC holds $5,427,884,540 across 38 Capital Markets names. SCHW ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	13,916,490	$2,290,236,755
2	GS	Goldman Sachs Group Inc	1,568,300	$1,326,766,113
3	SCHW	Schwab Charles Corp This page	8,773,763	$824,558,242
4	HUT	Hut 8 Corp.	2,911,391	$136,573,350
5	MC	Moelis & Co	2,147,192	$122,389,944
6	SNEX	StoneX Group Inc.	1,487,960	$120,003,971
7	LAZ	Lazard, Inc.	2,153,927	$91,498,818
8	LPLA	LPL Financial Holdings Inc.	264,733	$79,639,627

All Filings in SCHW

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$824,558,242	8,773,763	-3.2%	Shares	Defined	2026-05-15
2025-12-31	$905,829,315	9,066,453	+12.3%	Shares	Defined	2026-02-17
2025-09-30	$770,635,270	8,072,015	-11.9%	Shares	Defined	2025-11-14
2025-06-30	$835,962,318	9,162,235	-6.1%	Shares	Defined	2025-08-14
2025-03-31	$764,199,259	9,762,382	+0.4%	Shares	Defined	2025-05-14
2024-12-31	$719,610,327	9,723,150	+5.3%	Shares	Defined	2025-02-14
2024-09-30	$598,197,852	9,230,024	+12.8%	Shares	Defined	2024-11-14
2024-06-30	$603,240,632	8,186,194	-12.1%	Shares	Defined	2024-08-14
2024-03-31	$673,556,723	9,310,986	+12.2%	Shares	Defined	2024-05-15
2023-12-31	$570,774,154	8,296,136	+16.7%	Shares	Defined	2024-02-14
2023-09-30	$390,183,959	7,107,176	+186.2%	Shares	Defined	2023-11-14
2023-06-30	$140,729,295	2,482,874	-13.1%	Shares	Defined	2023-08-14
2023-03-31	$149,572,606	2,855,529	+41.5%	Shares	Defined	2023-05-22
2022-12-31	$168,065,303	2,018,560	+19.4%	Shares	Defined	2023-02-14
2022-09-30	$121,454,835	1,689,924	-4.3%	Shares	Defined	2022-11-14
2022-06-30	$111,530,955	1,765,289	-35.7%	Shares	Defined	2022-08-15
2022-03-31	$231,460,793	2,745,354	-13.8%	Shares	Defined	2022-05-16
2021-12-31	$267,904,331	3,185,545	-12.0%	Shares	Defined	2022-02-14
2021-09-30	$263,808,120	3,621,748	-21.4%	Shares	Defined	2021-11-15
2021-06-30	$335,522,383	4,608,191	+53.1%	Shares	Defined	2021-08-16
2021-03-31	$196,231,621	3,010,611	-7.6%	Shares	Defined	2021-05-17
2020-12-31	$172,857,092	3,258,995	-26.8%	Shares	Defined	2021-02-12
2020-09-30	$161,284,183	4,451,675	-18.4%	Shares	Defined	2020-11-16
2020-06-30	$184,164,051	5,458,330	+17.8%	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.