Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,717,873
+$2,212,939 QoQ
Shares Held
167,247
+23.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026PRUDENTIAL PLC holds $103,933,663 across 10 Capital Markets names. SCHW ranks #4 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
36,307 | $30,715,358 | |
| 2 | FUTU |
Futu Holdings Ltd
|
164,120 | $22,445,051 | |
| 3 | MS |
Morgan Stanley
|
132,850 | $21,863,124 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
167,247 | $15,717,873 | |
| 5 | TW |
Tradeweb Markets Inc.
|
49,583 | $5,833,935 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
52,563 | $3,642,615 | |
| 7 | TIGR |
UP Fintech Holding Ltd
|
349,705 | $2,203,141 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
|
8,412 | $564,192 |
All Filings in SCHW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,717,873 | 167,247 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $13,504,934 | 135,171 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $13,241,402 | 138,697 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,915,060 | 97,710 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,932,422 | 63,010 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,846,692 | 65,487 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,063,179 | 47,264 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,244,838 | 57,604 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $2,856,851 | 39,492 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,769,896 | 54,795 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,011,539 | 54,855 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,638,464 | 81,836 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,168,243 | 79,577 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,787,854 | 81,526 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $1,797,324 | 25,008 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,406,765 | 22,266 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,351,911 | 27,896 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||