Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,838,330,834
-$417,783,580 QoQ
Shares Held
72,763,682
+0.2% QoQ
Ownership
4.18%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11.578071324098195.ToString("F0")%
Shared 1.0140896938118114.ToString("F0")%
None 87.40783898209.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STATE STREET CORP holds $48,170,455,635 across 59 Capital Markets names. SCHW ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
101,340,194 | $16,677,555,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,255,058 | $16,289,586,517 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
72,763,682 | $6,838,330,834 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,373,068 | $2,312,753,612 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,092,105 | $1,280,507,482 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,863,266 | $560,526,310 | |
| 7 | EVR |
Evercore Inc.
|
1,179,024 | $351,950,454 | |
| 8 | SF |
Stifel Financial Corp
|
4,652,555 | $343,916,865 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,838,330,834 | 72,763,682 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $7,256,114,414 | 72,626,508 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $6,984,231,006 | 73,156,290 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,611,671,837 | 72,464,619 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,630,937,941 | 71,933,290 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,695,307,635 | 63,441,530 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,023,174,530 | 62,076,447 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,543,835,787 | 61,661,498 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,451,749,200 | 61,539,248 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,221,589,259 | 61,360,309 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,211,260,429 | 58,492,904 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,422,962,786 | 60,391,016 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,142,414,954 | 59,992,649 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,436,467,444 | 65,295,069 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $4,712,254,580 | 65,566,364 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $4,097,139,665 | 64,848,681 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,854,465,069 | 69,439,747 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,859,031,788 | 69,667,441 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,760,988,475 | 65,362,280 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,767,105,949 | 65,473,231 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $4,260,067,681 | 65,358,510 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $3,275,607,510 | 61,757,306 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $1,704,742,544 | 47,053,341 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $1,593,995,352 | 47,243,490 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,574,592,599 | 46,834,997 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||