MUFG SECURITIES AMERICAS INC.
Broker-DealerPosition in SCHW — Schwab Charles Corp
CIK 867626
NEW YORK, NY
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,543,190
+$199,623 QoQ
Shares Held
49,238
+6.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#672
of 2,304 holders
Holding Since
Dec 2024
7 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, 2026MUFG SECURITIES AMERICAS INC. holds $17,966,578 across 4 Capital Markets names. SCHW ranks #2 (25.3% of the industry book) .
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,543,190 | 49,238 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,343,567 | 46,218 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,495,850 | 44,999 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,392,861 | 46,013 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,453,707 | 37,853 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,361,316 | 30,165 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,633,178 | 22,067 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||