JACOBS LEVY EQUITY MANAGEMENT, INC
Position in SCHW — Schwab Charles Corp
CIK 884414
FLORHAM PARK, NJ
Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,250,687
+$69,243,880 QoQ
Shares Held
761,360
+7006.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#177
of 2,304 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $771,969,752 across 11 Capital Markets names. SCHW ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
|
3,399,433 | $295,886,648 | |
| 2 | SNEX |
StoneX Group Inc.
|
1,943,481 | $153,534,999 | |
| 3 | SF |
Stifel Financial Corp
|
1,589,213 | $110,879,391 | |
| 4 | EVR |
Evercore Inc.
|
217,208 | $74,163,499 | |
| 5 | SCHW |
Schwab Charles Corp
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|
761,360 | $70,250,687 | |
| 6 | PIPR |
Piper Sandler Companies
|
451,724 | $32,677,714 | |
| 7 | GOLD |
Gold.com, Inc.
|
553,336 | $23,024,310 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,944 | $9,493,401 |
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,250,687 | 761,360 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,006,807 | 10,713 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $218,847 | 2,957 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,259,155 | 96,577 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,942,910 | 26,366 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $93,559,926 | 1,293,336 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $86,240,456 | 1,253,495 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $58,726,530 | 1,069,700 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $75,124,748 | 1,325,419 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $95,276,915 | 1,818,956 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $57,795,928 | 694,162 | Shares | Sole | 2023-02-14 | |
| 2020-09-30 | $25,283,141 | 697,851 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $23,545,492 | 697,851 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $51,838,946 | 1,541,908 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||