MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC
Position in SCHW — Schwab Charles Corp
CIK 922127
New York, NY
Position in SCHW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,310,405
-$391,385 QoQ
Shares Held
187,606
-0.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#392
of 2,314 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, 2026MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC holds $138,666,543 across 21 Capital Markets names. SCHW ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,858 | $34,242,965 | |
| 2 | MS |
Morgan Stanley
|
145,748 | $30,467,161 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
187,606 | $17,310,405 | |
| 4 | PJT |
PJT Partners Inc.
|
64,871 | $9,791,628 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
81,532 | $8,176,028 | |
| 6 | SF |
Stifel Financial Corp
|
104,523 | $7,292,569 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
50,697 | $6,799,988 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
196,208 | $5,372,175 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,310,405 | 187,606 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $17,701,790 | 188,357 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,029,058 | 190,462 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,760,141 | 196,503 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $17,871,635 | 195,875 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $15,513,608 | 198,181 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,254,598 | 179,092 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,922,706 | 183,964 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,873,468 | 188,268 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,114,980 | 195,120 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $13,701,657 | 199,152 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $11,424,086 | 208,089 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,116,937 | 213,778 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,430,782 | 218,228 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $18,139,190 | 217,862 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $15,192,383 | 211,387 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $12,991,324 | 205,624 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,915,536 | 200,635 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $16,694,354 | 198,506 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $14,346,857 | 196,964 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $14,246,732 | 195,670 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $12,633,513 | 193,825 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $9,951,364 | 187,620 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,476,381 | 151,156 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,349,477 | 158,550 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $5,242,501 | 155,934 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||