Position in XP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,475,692
-$283,718 QoQ
Shares Held
90,756
-1.8% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#144
of 318 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $7,678,934,089 across 50 Capital Markets names. XP ranks #43 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,956,067 | $2,081,216,245 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,896,345 | $1,917,906,442 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,472,684 | $874,044,552 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,302,342 | $631,998,855 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,838,547 | $334,107,130 | |
| 6 | MC |
Moelis & Co
|
2,955,235 | $193,331,473 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
481,371 | $135,592,582 | |
| 8 | HUT |
Hut 8 Corp.
|
966,573 | $111,586,019 |
All Filings in XP
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,475,692 | 90,756 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,759,410 | 92,406 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,430,017 | 87,356 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,632,456 | 86,879 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,719,646 | 85,131 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,093,675 | 79,540 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $1,934,370 | 163,238 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $4,465,140 | 248,893 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,813,389 | 330,494 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,076,117 | 392,678 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $11,432,972 | 438,549 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $8,426,204 | 365,562 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,810,438 | 290,300 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,540,524 | 129,783 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||