Position in SCHW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,736,934
-$543,666 QoQ
Shares Held
40,500
-11.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#733
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TCW GROUP INC holds $66,420,709 across 6 Capital Markets names. SCHW ranks #4 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
229,009 | $47,872,040 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
76,642 | $6,670,919 | |
| 3 | GS |
Goldman Sachs Group Inc
|
4,965 | $5,021,452 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
40,500 | $3,736,934 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
6,419 | $1,808,103 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
13,076 | $1,311,261 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,736,934 | 40,500 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $4,280,600 | 45,548 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $4,575,777 | 45,799 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,912,454 | 20,032 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,219,027 | 46,241 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,446,120 | 44,023 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $2,762,127 | 37,321 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $3,277,700 | 50,574 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $6,535,049 | 88,683 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $78,255,602 | 1,081,775 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $76,589,053 | 1,113,213 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $67,578,001 | 1,230,929 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $76,602,678 | 1,351,494 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $67,432,440 | 1,287,370 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $125,101,646 | 1,502,542 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $112,228,453 | 1,561,548 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $100,812,850 | 1,595,645 | Shares | Defined | 2022-07-19 | |
| 2022-03-31 | $138,461,553 | 1,642,291 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $145,380,137 | 1,728,658 | Shares | Defined | 2022-01-26 | |
| 2021-09-30 | $128,396,087 | 1,762,714 | Shares | Defined | 2021-10-26 | |
| 2021-06-30 | $129,342,887 | 1,776,444 | Shares | Defined | 2021-07-23 | |
| 2021-03-31 | $117,556,952 | 1,803,574 | Shares | Defined | 2021-05-05 | |
| 2020-12-31 | $119,668,900 | 2,256,201 | Shares | Defined | 2021-02-02 | |
| 2020-09-30 | $66,806,163 | 1,843,946 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $63,495,272 | 1,881,899 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $67,221,945 | 1,999,463 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||