Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,876,992
-$585,979 QoQ
Shares Held
147,659
+2.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 20261832 Asset Management L.P. holds $319,185,856 across 4 Capital Markets names. SCHW ranks #2 (4.3% of the industry book) .
All Filings in SCHW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,876,992 | 147,659 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,462,971 | 144,760 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $13,576,884 | 142,211 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $159,571,643 | 1,748,922 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,312,180 | 374,453 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,412,226 | 86,640 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,805,050 | 105,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,591,511 | 306,575 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,606,683 | 63,681 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,412,625 | 64,137 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $594,951 | 10,837 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $614,241 | 10,837 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $567,642 | 10,837 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $902,288 | 10,837 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $788,845 | 10,976 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $684,681 | 10,837 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $235,682,028 | 2,795,422 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $73,351,431 | 872,193 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $30,749,551 | 422,152 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $145,706,935 | 2,001,194 | Shares | Sole | 2021-08-20 | |
| 2021-03-31 | $25,640,769 | 393,384 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $574,794 | 10,837 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $3,193,900 | 95,000 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||