Position in SCHW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$76,723,611
+$1,913,465 QoQ
Shares Held
831,512
+4.5% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#173
of 2,304 holders
Holding Since
Mar 2021
21 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, 2026Swedbank AB holds $713,924,207 across 13 Capital Markets names. SCHW ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
356,052 | $360,100,310 | |
| 2 | MS |
Morgan Stanley
|
853,710 | $178,459,537 | |
| 3 | SCHW |
Schwab Charles Corp
This page
|
831,512 | $76,723,611 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
363,226 | $36,424,302 | |
| 5 | MRX |
Marex Group Ltd
|
354,440 | $21,603,118 | |
| 6 | SNEX |
StoneX Group Inc.
|
145,500 | $11,494,500 | |
| 7 | LAZ |
Lazard, Inc.
|
207,000 | $8,681,580 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
26,561 | $7,481,701 |
All Filings in SCHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,723,611 | 831,512 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $74,810,146 | 796,022 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $78,750,659 | 788,216 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $72,730,573 | 761,816 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $68,888,024 | 755,020 | Shares | Defined | 2025-07-10 | |
| 2024-12-31 | $46,213,398 | 624,421 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $39,226,965 | 605,261 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $43,002,683 | 583,562 | Shares | Defined | 2024-07-11 | |
| 2024-03-31 | $40,738,343 | 563,151 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $38,030,782 | 552,773 | Shares | Defined | 2024-12-06 | |
| 2023-09-30 | $30,819,158 | 561,369 | Shares | Defined | 2024-12-06 | |
| 2023-06-30 | $33,041,379 | 582,946 | Shares | Defined | 2024-12-06 | |
| 2023-03-31 | $30,772,045 | 587,477 | Shares | Defined | 2024-12-06 | |
| 2022-12-31 | $48,972,199 | 588,184 | Shares | Defined | 2024-12-06 | |
| 2022-09-30 | $41,403,300 | 576,086 | Shares | Defined | 2024-12-06 | |
| 2022-06-30 | $35,715,780 | 565,302 | Shares | Defined | 2024-12-06 | |
| 2022-03-31 | $39,470,063 | 468,154 | Shares | Defined | 2024-12-06 | |
| 2021-12-31 | $38,996,244 | 463,689 | Shares | Defined | 2024-12-06 | |
| 2021-09-30 | $35,038,735 | 481,037 | Shares | Defined | 2024-12-06 | |
| 2021-06-30 | $32,755,107 | 449,871 | Shares | Defined | 2024-12-06 | |
| 2021-03-31 | $37,486,386 | 575,121 | Shares | Defined | 2024-12-06 | |
| No filing history on record for this holder in this stock. | ||||||