Position in SCHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,207,879,801
-$385,737,168 QoQ
Shares Held
13,090,710
-22.8% QoQ
Ownership
0.757%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#20
of 2,309 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $9,344,402,535 across 51 Capital Markets names. SCHW ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,508,431 | $2,536,951,850 | |
| 2 | MS |
Morgan Stanley
|
9,205,421 | $1,924,301,199 | |
| 3 | SCHW |
Schwab Charles Corp
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|
13,090,710 | $1,207,879,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
9,708,980 | $845,069,614 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,517,212 | $553,266,013 | |
| 6 | EVR |
Evercore Inc.
|
1,602,673 | $547,216,665 | |
| 7 | PIPR |
Piper Sandler Companies
|
3,141,984 | $227,291,116 | |
| 8 | WULF |
Terawulf Inc.
|
7,107,793 | $175,562,486 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,207,879,801 | 13,090,710 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,593,616,969 | 16,956,980 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,641,079,588 | 16,425,579 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,521,889,264 | 15,941,021 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,384,603,304 | 15,175,398 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,220,107,297 | 15,586,450 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,098,496,671 | 14,842,544 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $934,060,766 | 14,412,294 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $935,482,383 | 12,694,835 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,000,908,097 | 13,836,164 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $986,086,864 | 14,332,658 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $854,294,719 | 15,560,924 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $853,522,575 | 15,058,620 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $586,419,754 | 11,195,490 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,013,435,966 | 12,171,943 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $869,276,840 | 12,095,128 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $770,694,018 | 12,198,386 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $904,318,914 | 10,726,117 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $837,192,280 | 9,954,724 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $723,997,833 | 9,939,564 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $585,097,874 | 8,035,955 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $543,945,344 | 8,345,280 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $417,054,788 | 7,863,024 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $199,581,860 | 5,508,746 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $194,062,218 | 5,751,696 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $92,929,712 | 2,764,120 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||