Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,032,464
-$951,848 QoQ
Shares Held
10,986
-44.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026StoneX Group Inc. holds $7,415,928 across 10 Capital Markets names. SCHW ranks #2 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
23,155 | $3,810,618 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
10,986 | $1,032,464 | |
| 3 | CRCL |
Circle Internet Group, Inc.
|
10,210 | $974,136 | |
| 4 | IREN |
IREN Ltd
|
24,789 | $849,766 | |
| 5 | GOLD |
Gold.com, Inc.
|
7,917 | $317,313 | |
| 6 | GS |
Goldman Sachs Group Inc
|
369 | $312,170 | |
| 7 | DEFT |
Defi Technologies, Inc.
|
115,925 | $64,106 | |
| 8 | STKE |
SOL Strategies Inc.
|
32,521 | $32,033 |
All Filings in SCHW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,032,464 | 10,986 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,984,312 | 19,861 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $1,867,775 | 19,564 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,744,235 | 19,117 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,588,222 | 20,289 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,301,169 | 17,581 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $884,138 | 13,642 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $832,697 | 11,300 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $711,680 | 9,838 | Shares | Defined | 2025-08-13 | |
| 2023-12-31 | $475,614 | 6,913 | Shares | Defined | 2025-08-13 | |
| 2023-09-30 | $315,620 | 5,749 | Shares | Defined | 2025-08-13 | |
| 2023-06-30 | $304,428 | 5,371 | Shares | Defined | 2025-08-13 | |
| 2023-03-31 | $253,885 | 4,847 | Shares | Defined | 2025-08-13 | |
| 2022-12-31 | $234,793 | 2,820 | Shares | Defined | 2025-08-13 | |
| 2022-09-30 | $200,732 | 2,793 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $407,384 | 6,448 | Shares | Defined | 2025-08-13 | |
| 2022-03-31 | $220,302 | 2,613 | Shares | Defined | 2025-08-13 | |
| 2021-12-31 | $292,415 | 3,477 | Shares | Defined | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||