Allen Investment Management LLC
Holdings in SCHW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $557,920,319 | 5,584,229 | Shares | Defined | 2026-02-10 |
| 2025-09-30 | $558,361,832 | 5,848,558 | Shares | Defined | 2025-11-06 |
| 2025-06-30 | $700,083,881 | 7,672,993 | Shares | Defined | 2025-08-07 |
| 2025-03-31 | $642,597,467 | 8,208,961 | Shares | Defined | 2025-05-07 |
| 2024-12-31 | $609,651,010 | 8,237,414 | Shares | Defined | 2025-02-10 |
| 2024-09-30 | $550,535,479 | 8,494,607 | Shares | Defined | 2024-11-07 |
| 2024-06-30 | $642,014,103 | 8,712,364 | Shares | Defined | 2024-08-08 |
| 2024-03-31 | $612,059,986 | 8,460,879 | Shares | Defined | 2024-05-07 |
| 2023-12-31 | $584,010,795 | 8,488,529 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $468,478,279 | 8,533,302 | Shares | Defined | 2023-11-13 |
| 2023-06-30 | $484,001,119 | 8,539,187 | Shares | Defined | 2023-08-07 |
| 2023-03-31 | $338,724,226 | 6,466,671 | Shares | Defined | 2023-05-09 |
| 2022-12-31 | $462,116,645 | 5,550,284 | Shares | Defined | 2023-02-13 |
| 2022-09-30 | $407,348,882 | 5,667,857 | Shares | Defined | 2022-11-07 |
| 2022-06-30 | $356,356,049 | 5,640,330 | Shares | Defined | 2022-08-08 |
| 2022-03-31 | $479,479,822 | 5,687,105 | Shares | Defined | 2022-05-05 |
| 2021-12-31 | $466,919,751 | 5,551,959 | Shares | Defined | 2022-02-10 |
| 2021-09-30 | $406,482,381 | 5,580,483 | Shares | Defined | 2021-11-05 |
| 2021-06-30 | $397,846,945 | 5,464,180 | Shares | Defined | 2021-08-11 |
| 2021-03-31 | $239,376,352 | 3,672,543 | Shares | Defined | 2021-05-17 |
| 2020-12-31 | $135,845,305 | 2,561,186 | Shares | Defined | 2021-02-03 |
| 2020-09-30 | $55,237,997 | 1,524,648 | Shares | Defined | 2020-11-03 |
| 2020-06-30 | $52,743,785 | 1,563,242 | Shares | Defined | 2020-08-10 |
| 2020-03-31 | $58,423,558 | 1,737,762 | Shares | Defined | 2020-05-07 |