Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,434,800
+$24,434,800 QoQ
Shares Held
260,000
Ownership
0.015%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 50.ToString("F0")%
Shared 50.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Derivatives in SCHW
reported options exposure · as of Mar 31, 2026CallValue
$639,064
CallShares
6,800
PutValue
$7,875,524
PutShares
83,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026TUDOR INVESTMENT CORP ET AL holds $234,840,284 across 23 Capital Markets names. SCHW ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
489,907 | $36,213,925 | |
| 2 | HLI |
Houlihan Lokey, Inc.
|
232,715 | $33,422,528 | |
| 3 | MS |
Morgan Stanley
|
155,896 | $25,655,804 | |
| 4 | SCHW |
Schwab Charles Corp
This page
|
260,000 | $24,434,800 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
336,704 | $22,582,737 | |
| 6 | PJT |
PJT Partners Inc.
|
100,908 | $14,098,865 | |
| 7 | TW |
Tradeweb Markets Inc.
|
118,116 | $13,897,528 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
315,297 | $13,012,307 |
All Filings in SCHW
Export CSV
42 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $639,064 | 6,800 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $24,434,800 | 260,000 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $7,875,524 | 83,800 | Put | Defined | 2026-05-15 | |
| 2025-12-31 | $1,528,623 | 15,300 | Call | Defined | 2026-02-17 | |
| 2025-12-31 | $599,460 | 6,000 | Put | Defined | 2026-02-17 | |
| 2025-09-30 | $448,709 | 4,700 | Put | Defined | 2025-11-14 | |
| 2025-09-30 | $6,148,268 | 64,400 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $32,974,774 | 361,407 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $7,910,508 | 86,700 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $903,276 | 9,900 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $1,589,084 | 20,300 | Put | Defined | 2025-05-15 | |
| 2025-03-31 | $641,896 | 8,200 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $41,121,066 | 555,615 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $1,354,383 | 18,300 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $2,205,498 | 29,800 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $1,652,655 | 25,500 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $36,868,529 | 568,871 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $959,188 | 14,800 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $442,140 | 6,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $1,510,645 | 20,500 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $8,731,438 | 120,700 | Call | Defined | 2024-05-15 | |
| 2024-03-31 | $745,102 | 10,300 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $26,150,880 | 380,100 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $16,408,800 | 238,500 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $719,190 | 13,100 | Put | Defined | 2023-11-15 | |
| 2023-09-30 | $6,311,304 | 114,960 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,193,510 | 21,057 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,292,841 | 101,047 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $335,232 | 6,400 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $298,566 | 5,700 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $432,952 | 5,200 | Call | Defined | 2023-02-14 | |
| 2022-12-31 | $957,490 | 11,500 | Put | Defined | 2023-02-14 | |
| 2022-06-30 | $770,796 | 12,200 | Call | Defined | 2022-08-15 | |
| 2022-06-30 | $356,587 | 5,644 | Shares | Defined | 2022-08-15 | |
| 2022-06-30 | $606,528 | 9,600 | Put | Defined | 2022-08-15 | |
| 2022-03-31 | $716,635 | 8,500 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $538,240 | 6,400 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $513,010 | 6,100 | Call | Defined | 2022-02-14 | |
| 2021-09-30 | $706,548 | 9,700 | Put | Defined | 2021-11-17 | |
| 2021-09-30 | $1,449,516 | 19,900 | Call | Defined | 2021-11-17 | |
| 2020-06-30 | $6,235,928 | 184,823 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $719,266 | 21,394 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||