ROYAL LONDON ASSET MANAGEMENT LTD

Position in SCHW — Schwab Charles Corp

CIK 863748 UNITED KINGDOM, X0

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Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$120,996,511

-$4,363,504 QoQ

Shares Held

1,311,331

-1.7% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

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, 2026

ROYAL LONDON ASSET MANAGEMENT LTD holds $577,955,781 across 11 Capital Markets names. SCHW ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	249,777	$252,616,964
2	MS	Morgan Stanley	631,430	$131,994,127
3	SCHW	Schwab Charles Corp This page	1,311,331	$120,996,511
4	HOOD	Robinhood Markets, Inc.	410,230	$41,137,864
5	LPLA	LPL Financial Holdings Inc.	63,710	$17,945,832
6	XP	XP Inc.	385,600	$6,269,856
7	IBKR	Interactive Brokers Group, Inc.	47,704	$4,152,156
8	IREN	IREN Ltd	34,115	$1,560,078

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$120,996,511	1,311,331	-1.7%	Shares	Sole	2026-08-13
2026-03-31	$125,360,015	1,333,901	+0.1%	Shares	Sole	2026-05-01
2025-12-31	$133,133,771	1,332,537	+0.9%	Shares	Sole	2026-02-13
2025-09-30	$126,136,873	1,321,220	+2.6%	Shares	Sole	2025-11-13
2025-06-30	$117,546,955	1,288,327	+0.5%	Shares	Sole	2025-08-14
2025-03-31	$100,330,145	1,281,683	+8.0%	Shares	Sole	2025-05-13
2024-12-31	$87,801,171	1,186,342	+0.3%	Shares	Sole	2025-02-11
2024-09-30	$76,664,267	1,182,908	+4.5%	Shares	Sole	2024-11-14
2024-06-30	$83,449,798	1,132,444	-7.0%	Shares	Sole	2024-08-07
2024-03-31	$88,043,060	1,217,073	+2.8%	Shares	Sole	2024-05-14
2023-12-31	$81,449,636	1,183,861	+2.0%	Shares	Sole	2024-03-01
2023-09-30	$63,721,002	1,160,674	+4.5%	Shares	Sole	2023-11-14
2023-06-30	$62,980,095	1,111,152	+28.8%	Shares	Sole	2023-08-11
2023-03-31	$45,200,325	862,931	+5.2%	Shares	Sole	2023-05-15
2022-12-31	$68,289,685	820,198	+0.1%	Shares	Sole	2023-02-09
2022-09-30	$58,907,670	819,642	-3.5%	Shares	Sole	2022-11-14
2022-06-30	$53,638,240	848,975	-0.2%	Shares	Sole	2022-09-06
2022-03-31	$71,743,594	850,950	+66.8%	Shares	Sole	2022-09-06
2021-12-31	$42,905,128	510,168	-2.0%	Shares	Sole	2022-10-18
2021-09-30	$37,906,081	520,402	+3.2%	Shares	Sole	2022-10-18
2021-06-30	$36,708,180	504,164	-5.3%	Shares	Sole	2022-10-18
2021-03-31	$34,703,135	532,420	+2.5%	Shares	Sole	2022-10-17
2020-12-31	$27,551,946	519,456	+19.1%	Shares	Sole	2021-01-29
2020-09-30	$15,799,250	436,082	-0.1%	Shares	Sole	2020-11-04
2020-06-30	$14,728,117	436,518	-4.2%	Shares	Sole	2020-07-31
2020-03-31	$15,322,886	455,767	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.