Position in SCHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$39,152,819
+$32,346,551 QoQ
Shares Held
416,608
+511.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026ACADIAN ASSET MANAGEMENT LLC holds $575,636,039 across 15 Capital Markets names. SCHW ranks #3 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
347,116 | $293,656,664 | |
| 2 | MS |
Morgan Stanley
|
1,382,293 | $227,483,959 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
416,608 | $39,152,819 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
236,283 | $9,751,399 | |
| 5 | TW |
Tradeweb Markets Inc.
|
19,418 | $2,284,721 | |
| 6 | OPY |
Oppenheimer Holdings Inc
|
14,365 | $1,281,214 | |
| 7 | PIPR |
Piper Sandler Companies
|
6,752 | $516,865 | |
| 8 | FUTU |
Futu Holdings Ltd
|
3,667 | $501,498 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,152,819 | 416,608 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,806,268 | 68,124 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,535,396 | 26,557 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,970,966 | 21,602 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,268,136 | 16,200 | Shares | Defined | 2025-05-21 | |
| 2024-12-31 | $67,571 | 913 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $142,906 | 2,205 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,961,232 | 40,185 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $139,254 | 1,925 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $1,686,976 | 24,520 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,043,429 | 19,006 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $651,876 | 11,501 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,397,131 | 26,673 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,995,908 | 23,972 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,979,156 | 27,538 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,528,337 | 40,018 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $5,000,257 | 59,308 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,981,900 | 23,566 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $2,022,256 | 27,763 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,960,445 | 81,863 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $6,278,398 | 96,324 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $2,675,125 | 50,436 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $142,347 | 3,929 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $132,564 | 3,929 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $132,092 | 3,929 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||