ROYAL LONDON ASSET MANAGEMENT LTD
Position in SCHW — Schwab Charles Corp
CIK 863748
UNITED KINGDOM, X0
Position in SCHW
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$125,360,015
-$7,773,756 QoQ
Shares Held
1,333,901
+0.1% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.75800303020989.ToString("F0")%
Shared 0.ToString("F0")%
None 0.24199696979011184.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ROYAL LONDON ASSET MANAGEMENT LTD holds $506,738,367 across 10 Capital Markets names. SCHW ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
254,681 | $215,457,579 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
1,333,901 | $125,360,015 | |
| 3 | MS |
Morgan Stanley
|
652,909 | $107,449,234 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
412,601 | $28,593,249 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
64,965 | $19,543,420 | |
| 6 | XP |
XP Inc.
|
388,600 | $7,398,944 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
22,659 | $1,519,739 | |
| 8 | TW |
Tradeweb Markets Inc.
|
5,135 | $604,184 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,360,015 | 1,333,901 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $133,133,771 | 1,332,537 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $126,136,873 | 1,321,220 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $117,546,955 | 1,288,327 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $100,330,145 | 1,281,683 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $87,801,171 | 1,186,342 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $76,664,267 | 1,182,908 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $83,449,798 | 1,132,444 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $88,043,060 | 1,217,073 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $81,449,636 | 1,183,861 | Shares | Sole | 2024-03-01 | |
| 2023-09-30 | $63,721,002 | 1,160,674 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $62,980,095 | 1,111,152 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $45,200,325 | 862,931 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $68,289,685 | 820,198 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $58,907,670 | 819,642 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $53,638,240 | 848,975 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $71,743,594 | 850,950 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $42,905,128 | 510,168 | Shares | Sole | 2022-10-18 | |
| 2021-09-30 | $37,906,081 | 520,402 | Shares | Sole | 2022-10-18 | |
| 2021-06-30 | $36,708,180 | 504,164 | Shares | Sole | 2022-10-18 | |
| 2021-03-31 | $34,703,135 | 532,420 | Shares | Sole | 2022-10-17 | |
| 2020-12-31 | $27,551,946 | 519,456 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $15,799,250 | 436,082 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $14,728,117 | 436,518 | 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. | ||||||