Position in SCHW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,088,056,192
-$91,831,541 QoQ
Shares Held
22,218,091
+1.8% QoQ
Ownership
1.28%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 92.19952785322555.ToString("F0")%
Shared 0.ToString("F0")%
None 7.800472146774447.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Fisher Asset Management, LLC holds $12,753,367,663 across 14 Capital Markets names. SCHW ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,827,310 | $5,775,835,986 | |
| 2 | MS |
Morgan Stanley
|
25,600,068 | $4,213,003,190 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
22,218,091 | $2,088,056,192 | |
| 4 | EVR |
Evercore Inc.
|
424,719 | $126,782,868 | |
| 5 | SF |
Stifel Financial Corp
|
1,687,811 | $124,762,989 | |
| 6 | NMR |
Nomura Holdings Inc
|
13,091,620 | $103,292,881 | |
| 7 | LAZ |
Lazard, Inc.
|
2,170,845 | $92,217,495 | |
| 8 | XP |
XP Inc.
|
4,400,848 | $83,792,145 |
All Filings in SCHW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,088,056,192 | 22,218,091 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,179,887,733 | 21,818,514 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,066,599,756 | 21,646,588 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,950,409,195 | 21,376,690 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,656,808,959 | 21,165,163 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,513,894,236 | 20,455,266 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $1,308,485,253 | 20,189,558 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,451,419,904 | 19,696,294 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,386,015,519 | 19,159,739 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $1,281,297,144 | 18,623,505 | Shares | Defined | 2024-03-05 | |
| 2023-09-30 | $1,006,391,115 | 18,331,350 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,020,388,785 | 18,002,625 | Shares | Defined | 2023-12-12 | |
| 2023-03-31 | $874,787,432 | 16,700,791 | Shares | Defined | 2023-12-12 | |
| 2022-12-31 | $1,345,401,337 | 16,159,036 | Shares | Defined | 2023-02-03 | |
| 2022-09-30 | $1,109,193,570 | 15,433,332 | Shares | Defined | 2022-11-08 | |
| 2022-03-31 | $254,278 | 3,016 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $392,326 | 4,665 | Shares | Sole | 2022-02-02 | |
| 2021-06-30 | $203,940 | 2,801 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||