Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$35,003,270
-$2,775,844 QoQ
Shares Held
379,357
-5.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#276
of 2,304 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, 2026NISA INVESTMENT ADVISORS, LLC holds $246,978,860 across 39 Capital Markets names. SCHW ranks #3 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
498,557 | $104,218,354 | |
| 2 | GS |
Goldman Sachs Group Inc
|
83,204 | $84,150,029 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
379,357 | $35,003,270 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
51,202 | $5,134,536 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
65,209 | $3,259,145 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
33,105 | $2,881,459 | |
| 7 | HUT |
Hut 8 Corp.
|
18,260 | $2,108,025 | |
| 8 | WULF |
Terawulf Inc.
|
80,001 | $1,976,024 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,003,270 | 379,357 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $37,779,114 | 401,991 | Shares | Other | 2026-04-30 | |
| 2025-12-31 | $58,696,824 | 587,497 | Shares | Other | 2026-01-15 | |
| 2025-09-30 | $41,922,308 | 439,115 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $40,963,383 | 448,963 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $40,197,875 | 513,514 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $34,064,952 | 460,275 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $29,777,861 | 459,464 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $29,626,622 | 402,044 | Shares | Other | 2024-07-19 | |
| 2024-03-31 | $41,837,332 | 578,343 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $39,648,339 | 576,284 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $30,287,341 | 551,682 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $21,842,544 | 385,366 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $22,002,533 | 420,056 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $37,133,543 | 445,995 | Shares | Other | 2023-02-02 | |
| 2022-09-30 | $33,165,920 | 461,471 | Shares | Other | 2022-11-07 | |
| 2022-06-30 | $28,013,317 | 443,389 | Shares | Other | 2022-08-03 | |
| 2022-03-31 | $37,744,322 | 447,685 | Shares | Other | 2022-04-29 | |
| 2021-12-31 | $38,349,179 | 455,995 | Shares | Other | 2022-02-03 | |
| 2021-09-30 | $37,093,624 | 509,248 | Shares | Other | 2021-10-18 | |
| 2021-06-30 | $37,078,346 | 509,248 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $30,763,917 | 471,984 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $24,638,777 | 464,532 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $14,938,208 | 412,316 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $14,167,965 | 419,916 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $13,755,320 | 409,141 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||