Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,070,749,858
-$250,482,638 QoQ
Shares Held
22,033,942
-5.2% QoQ
Ownership
1.27%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 70.25036191889768.ToString("F0")%
Shared 0.ToString("F0")%
None 29.74963808110233.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $13,650,547,346 across 77 Capital Markets names. SCHW ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,816,599 | $5,766,774,576 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
22,033,942 | $2,070,749,858 | |
| 3 | MS |
Morgan Stanley
|
6,127,396 | $1,008,385,555 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
11,420,694 | $791,454,086 | |
| 5 | CRCL |
Circle Internet Group, Inc.
|
4,981,737 | $475,307,519 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,283,665 | $386,164,935 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,765,572 | $319,626,906 | |
| 8 | EVR |
Evercore Inc.
|
917,801 | $273,972,767 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,070,749,858 | 22,033,942 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,321,232,496 | 23,233,235 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,360,610,493 | 24,726,202 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,197,867,029 | 24,088,854 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $1,677,674,171 | 21,431,709 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,659,438,443 | 22,421,814 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,475,390,502 | 22,764,859 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,708,214,661 | 23,181,092 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,684,734,715 | 23,289,117 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,714,875,698 | 24,925,519 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,241,965,247 | 22,622,318 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,302,896,746 | 22,986,887 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,173,971,193 | 22,412,585 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,853,005,327 | 22,255,649 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $984,062,720 | 13,692,260 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $853,433,222 | 13,507,965 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $607,724,434 | 7,208,213 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $562,343,477 | 6,686,605 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $467,372,319 | 6,416,424 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $494,989,606 | 6,798,374 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $519,831,418 | 7,975,321 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $386,335,983 | 7,283,861 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $227,473,420 | 6,278,593 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $186,628,455 | 5,531,371 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $184,693,517 | 5,493,561 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||