Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$82,384,653
-$5,060,259 QoQ
Shares Held
892,865
-4.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#167
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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $595,399,083 across 35 Capital Markets names. SCHW ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
157,357 | $159,146,149 | |
| 2 | MS |
Morgan Stanley
|
635,124 | $132,766,320 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
892,865 | $82,384,653 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
401,312 | $40,243,567 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
254,223 | $22,127,569 | |
| 6 | EVR |
Evercore Inc.
|
52,315 | $17,862,433 | |
| 7 | SF |
Stifel Financial Corp
|
247,132 | $17,242,399 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
50,496 | $14,223,713 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,384,653 | 892,865 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $87,444,912 | 930,463 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $91,074,559 | 911,566 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $96,097,619 | 1,006,574 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $90,293,658 | 989,628 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $77,699,318 | 992,582 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $69,399,473 | 937,704 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $58,172,159 | 897,580 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $65,384,842 | 887,296 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $64,304,183 | 888,916 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $57,850,136 | 840,845 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $48,975,137 | 892,079 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $44,474,358 | 784,657 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $49,038,627 | 936,209 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $118,904,438 | 1,428,110 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $93,094,432 | 1,295,317 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $97,690,369 | 1,546,223 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $159,883,460 | 1,896,376 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $179,418,183 | 2,133,391 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $142,414,000 | 1,955,162 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $140,983,896 | 1,936,326 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $122,044,661 | 1,872,425 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $84,988,909 | 1,602,355 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $52,880,474 | 1,459,577 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $42,019,391 | 1,245,388 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $22,838,133 | 679,302 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||