Position in SCHW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,751,782,326
-$86,548,508 QoQ
Shares Held
73,174,188
+0.6% QoQ
Ownership
4.23%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#4
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 1%
None 88%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $57,853,517,382 across 59 Capital Markets names. SCHW ranks #3 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
99,560,815 | $20,812,192,767 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,830,464 | $19,044,566,375 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
73,174,188 | $6,751,782,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
34,671,148 | $3,476,822,721 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,437,767 | $1,691,863,239 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,934,239 | $544,836,441 | |
| 7 | EVR |
Evercore Inc.
|
1,206,119 | $411,817,271 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,352,535 | $343,850,265 |
All Filings in SCHW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,751,782,326 | 73,174,188 | Shares | Defined | 2026-08-07 | |
| 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. | ||||||