Position in SCHW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,430,469
-$78,771 QoQ
Shares Held
15,221
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ROTHSCHILD INVESTMENT LLC holds $8,313,039 across 38 Capital Markets names. SCHW ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,049 | $2,579,423 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
15,221 | $1,430,469 | |
| 3 | MS |
Morgan Stanley
|
7,933 | $1,305,533 | |
| 4 | SF |
Stifel Financial Corp
|
9,067 | $670,232 | |
| 5 | EVR |
Evercore Inc.
|
1,831 | $546,571 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
11,503 | $474,728 | |
| 7 | MKTX |
Marketaxess Holdings Inc
|
2,125 | $350,582 | |
| 8 | TW |
Tradeweb Markets Inc.
|
2,634 | $309,916 |
All Filings in SCHW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,430,469 | 15,221 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,509,240 | 15,106 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,450,189 | 15,190 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,441,683 | 15,801 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,608,497 | 20,548 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,542,738 | 20,845 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,340,076 | 20,677 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,636,728 | 22,211 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,438,480 | 19,885 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $1,378,408 | 20,035 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||