Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,274,025
+$21,899 QoQ
Shares Held
219,725
+2.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#355
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, 2026NISSAY ASSET MANAGEMENT CORP /JAPAN holds $130,656,259 across 10 Capital Markets names. SCHW ranks #3 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
53,153 | $53,757,349 | |
| 2 | MS |
Morgan Stanley
|
158,733 | $33,181,546 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
219,725 | $20,274,025 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
100,055 | $10,033,515 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
57,106 | $4,970,506 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
10,760 | $3,030,876 | |
| 7 | IREN |
IREN Ltd
|
42,578 | $1,947,091 | |
| 8 | TW |
Tradeweb Markets Inc.
|
15,817 | $1,576,322 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,274,025 | 219,725 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,252,126 | 215,494 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,689,461 | 217,090 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,543,330 | 215,181 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,392,514 | 212,544 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,192,609 | 206,855 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $14,076,109 | 190,192 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,648,106 | 179,727 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,822,354 | 174,004 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,158,545 | 168,075 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $11,330,534 | 164,688 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,678,427 | 158,077 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,620,177 | 152,085 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,502,478 | 162,323 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,005,164 | 168,210 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $11,895,203 | 165,510 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,038,164 | 158,882 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,777,940 | 163,420 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $13,423,201 | 159,610 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,437,846 | 157,027 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $11,001,445 | 151,098 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,361,281 | 143,622 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $7,812,049 | 147,286 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,159,638 | 114,812 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $4,524,162 | 134,089 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $4,433,368 | 131,867 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||