Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$59,003,712
-$1,163,975 QoQ
Shares Held
639,468
-0.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#204
of 2,303 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PANAGORA ASSET MANAGEMENT INC holds $335,104,316 across 15 Capital Markets names. SCHW ranks #2 (17.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
945,321 | $82,280,739 | |
| 2 | SCHW |
Schwab Charles Corp
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|
639,468 | $59,003,712 | |
| 3 | TW |
Tradeweb Markets Inc.
|
344,567 | $34,339,547 | |
| 4 | ETOR |
eToro Group Ltd.
|
798,253 | $31,507,045 | |
| 5 | MS |
Morgan Stanley
|
148,130 | $30,965,095 | |
| 6 | GS |
Goldman Sachs Group Inc
|
29,721 | $30,058,927 | |
| 7 | BGC |
BGC Group, Inc.
|
2,320,440 | $24,805,503 | |
| 8 | SF |
Stifel Financial Corp
|
333,795 | $23,288,877 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,003,712 | 639,468 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $60,167,687 | 640,218 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $72,378,800 | 724,440 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $122,140,499 | 1,279,360 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $65,533,586 | 718,255 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,424,069 | 18,192 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,354,383 | 18,300 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,418,690 | 21,890 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,613,589 | 21,897 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,881,563 | 26,010 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,792,652 | 26,056 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,427,949 | 26,010 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,473,339 | 25,994 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $9,825,964 | 187,590 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $27,917,660 | 335,307 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,299,476 | 101,565 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,176,993 | 34,457 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,905,069 | 34,457 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,803,137 | 33,331 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,362,294 | 46,160 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,331,203 | 45,752 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,005,971 | 46,118 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,557,747 | 48,223 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,371,377 | 37,852 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,277,126 | 37,852 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,278,030 | 38,014 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||