RENAISSANCE GROUP LLC

Position in SCHW — Schwab Charles Corp

CIK 944234 Covington, KY

Position in SCHW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$30,623,859

-$1,755,540 QoQ

Shares Held

331,894

-3.7% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#298

of 2,304 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

RENAISSANCE GROUP LLC holds $56,343,640 across 3 Capital Markets names. SCHW ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	331,894	$30,623,859
2	TW	Tradeweb Markets Inc.	211,794	$21,107,390
3	MRX	Marex Group Ltd	75,675	$4,612,391

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,623,859	331,894	-3.7%	Shares	Defined	2026-08-13
2026-03-31	$32,379,399	344,535	-1.5%	Shares	Defined	2026-05-13
2025-12-31	$34,957,509	349,890	—	Shares	Defined	2026-02-11
No filing history on record for this holder in this stock.