Schroder Investment Management Group
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Schroder Investment Management Group’s Interactive Brokers IBKR Stock Holding History

Schroder Investment Management Group’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.8M Buy
77,116
+42,611
+123% +$3.55M ﹤0.01% 735
2026
Q1 		$2.2M Buy
34,505
+10,578
+44% +$755K ﹤0.01% 912
2025
Q4 		$1.56M Buy
23,927
+14,032
+142% +$939K ﹤0.01% 928
2025
Q3 		$681K Buy
9,895
+5,667
+134% +$357K ﹤0.01% 1061
2025
Q2 		$234K Buy
+4,228
New +$201K ﹤0.01% 1111
2013
Q3 		– Sell
-1,515,012
Closed -$6.05M – 1563
2013
Q2 		$6.05M Buy
+1,515,012
New +$5.85M 0.02% 715

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Schroder Investment Management Group's IBKR Position: Q2 2026 in Review

Schroder Investment Management Group increased its Interactive Brokers (IBKR) stake by 123% in Q2 2026, buying an estimated $3.55M and bringing the position to 77,116 shares worth $6.8M. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Schroder Investment Management Group first reported a position in IBKR in Q2 2013 and has held it in 6 quarters since. 1,115 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Schroder Investment Management Group held 77,116 shares of Interactive Brokers worth $6.8M as of Q2 2026.
  • Schroder Investment Management Group bought 42,611 Interactive Brokers shares in Q2 2026, an estimated $3.55M.
  • Interactive Brokers made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #735 holding.
  • Schroder Investment Management Group first reported a position in Interactive Brokers in Q2 2013 and has held it in 6 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.