Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$735,494,688
+$694,742,611 QoQ
Shares Held
7,971,114
+1738.3% QoQ
Ownership
0.461%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#36
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. SCHW ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
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|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
929,760 | $124,708,706 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $735,494,688 | 7,971,114 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $40,752,077 | 433,625 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,497,650 | 14,990 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $770,146,082 | 8,066,891 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,135,842,470 | 12,448,953 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,212,461,463 | 15,488,777 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $164,780,895 | 2,226,468 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $189,049,990 | 2,916,988 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $726,483,030 | 9,858,638 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $787,503,220 | 10,886,138 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $802,800,367 | 11,668,610 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $565,216,745 | 10,295,387 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,003,640,578 | 17,707,138 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,605,508,752 | 30,651,179 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $6,648,084,528 | 79,847,280 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,420,133,900 | 75,415,805 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,782,058,121 | 75,689,429 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,530,810,002 | 77,461,867 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,875,830,639 | 81,757,796 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,861,567,511 | 80,471,822 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,848,708,177 | 80,328,364 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,239,918,617 | 80,391,510 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,958,921,507 | 74,640,300 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,088,400,125 | 57,642,841 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,581,042,900 | 46,859,600 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,153,418,884 | 34,307,522 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||