Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$378,450,203
+$11,471,837 QoQ
Shares Held
4,101,552
+5.0% QoQ
Ownership
0.237%
of shares outstanding
% of Portfolio
4.74%
of 13F equity value
Holder Rank
#51
of 2,304 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026YACKTMAN ASSET MANAGEMENT LP holds $383,709,327 across 2 Capital Markets names. SCHW ranks #1 (98.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
4,101,552 | $378,450,203 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,200 | $5,259,124 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,450,203 | 4,101,552 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $366,978,366 | 3,904,856 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $393,299,711 | 3,936,540 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $400,462,853 | 4,194,646 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $416,544,723 | 4,565,374 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $368,623,886 | 4,709,043 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $360,729,920 | 4,874,070 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $350,251,451 | 5,404,281 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $435,260,448 | 5,906,642 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $454,367,105 | 6,280,994 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $434,565,636 | 6,316,361 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $348,950,603 | 6,356,113 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $361,330,012 | 6,374,912 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $329,845,712 | 6,297,169 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $356,598,250 | 4,282,948 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $257,173,355 | 3,578,313 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $220,287,178 | 3,486,660 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $292,098,824 | 3,464,581 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $293,625,730 | 3,491,388 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $252,749,555 | 3,469,928 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $253,491,000 | 3,481,541 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $228,019,585 | 3,498,306 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $183,630,102 | 3,462,106 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,601,366 | 44,200 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,021,026 | 59,900 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $2,148,318 | 63,900 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||