TRUIST FINANCIAL CORP

Position in SCHW — Schwab Charles Corp

CIK 92230 CHARLOTTE, NC

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$124,269,283

-$16,596,623 QoQ

Shares Held

1,322,295

-6.2% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 10.222907898766916.ToString("F0")% Shared 0.029872305347898916.ToString("F0")% None 89.74721979588519.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

TRUIST FINANCIAL CORP holds $475,700,341 across 28 Capital Markets names. SCHW ranks #2 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	177,602	$150,249,515
2	SCHW	Schwab Charles Corp This page	1,322,295	$124,269,283
3	MS	Morgan Stanley	579,692	$95,399,911
4	LPLA	LPL Financial Holdings Inc.	204,248	$61,443,925
5	IBKR	Interactive Brokers Group, Inc.	185,752	$12,458,386
6	MIAX	Miami International Holdings, Inc.	117,767	$4,583,491
7	NAKA	Nakamoto Inc.	500,000	$4,420,000
8	HOOD	Robinhood Markets, Inc.	50,512	$3,500,481

All Filings in SCHW

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$124,269,283	1,322,295	-6.2%	Shares	Defined	2026-04-27
2025-12-31	$140,865,906	1,409,928	-5.6%	Shares	Defined	2026-02-02
2025-09-30	$142,518,855	1,492,813	-15.9%	Shares	Defined	2025-11-03
2025-06-30	$161,898,628	1,774,426	-3.1%	Shares	Defined	2025-07-18
2025-03-31	$143,303,595	1,830,654	-3.7%	Shares	Defined	2025-04-29
2024-12-31	$140,745,407	1,901,708	+3.2%	Shares	Defined	2025-01-31
2024-09-30	$119,402,508	1,842,347	-55.7%	Shares	Defined	2024-11-13
2024-06-30	$306,760,194	4,162,847	-2.3%	Shares	Defined	2024-08-21
2024-03-31	$308,357,857	4,262,619	-0.9%	Shares	Defined	2024-05-13
2023-12-31	$295,899,993	4,300,872	-2.6%	Shares	Defined	2024-02-02
2023-09-30	$242,314,873	4,413,750	+0.2%	Shares	Defined	2023-11-14
2023-06-30	$249,548,377	4,402,759	+145.4%	Shares	Defined	2023-08-01
2023-03-31	$93,962,228	1,793,857	+17.2%	Shares	Defined	2023-05-05
2022-12-31	$127,441,834	1,530,649	-3.0%	Shares	Defined	2023-02-17
2022-09-30	$113,454,052	1,578,601	-0.5%	Shares	Defined	2022-10-26
2022-06-30	$100,197,222	1,585,901	+19.9%	Shares	Defined	2022-07-22
2022-03-31	$111,528,890	1,322,843	+0.7%	Shares	Defined	2022-04-22
2021-12-31	$110,432,044	1,313,104	-4.2%	Shares	Defined	2022-02-14
2021-09-30	$99,861,963	1,370,977	-5.6%	Shares	Defined	2021-11-05
2021-06-30	$105,772,906	1,452,725	-5.9%	Shares	Defined	2021-08-16
2021-03-31	$100,628,859	1,543,861	-1.3%	Shares	Defined	2021-05-17
2020-12-31	$82,981,768	1,564,513	-3.3%	Shares	Defined	2021-11-19
2020-09-30	$58,632,456	1,618,340	-8.4%	Shares	Defined	2021-11-05
2020-06-30	$59,630,926	1,767,366	-1.7%	Shares	Defined	2021-11-16
2020-03-31	$60,428,282	1,797,391	—	Shares	Defined	2021-11-05
No filing history on record for this holder in this stock.