Clearbridge Investments, LLC
Holdings in SCHW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $436,876,257 | 4,372,698 | Shares | Sole | 2026-02-11 |
| 2025-09-30 | $441,267,590 | 4,622,055 | Shares | Sole | 2025-11-13 |
| 2025-06-30 | $424,616,909 | 4,653,846 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $364,217,661 | 4,652,755 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $300,646,900 | 4,062,247 | Shares | Sole | 2025-02-12 |
| 2024-09-30 | $140,885,339 | 2,173,821 | Shares | Sole | 2024-11-12 |
| 2024-06-30 | $240,393,949 | 3,262,233 | Shares | Sole | 2024-08-27 |
| 2024-03-31 | $230,959,628 | 3,192,696 | Shares | Sole | 2024-05-13 |
| 2023-12-31 | $226,315,948 | 3,289,476 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $210,999,091 | 3,843,335 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $188,669,469 | 3,328,678 | Shares | Sole | 2023-08-11 |
| 2023-03-31 | $81,555,974 | 1,557,006 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $223,362,517 | 2,682,711 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $211,232,613 | 2,939,093 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $220,290,906 | 3,486,719 | Shares | Sole | 2022-08-11 |
| 2022-03-31 | $296,470,297 | 3,516,431 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $298,864,403 | 3,553,679 | Shares | Sole | 2022-02-11 |
| 2021-09-30 | $254,321,806 | 3,491,513 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $239,695,689 | 3,292,071 | Shares | Sole | 2021-08-13 |
| 2021-03-31 | $203,630,337 | 3,124,123 | Shares | Sole | 2021-05-13 |
| 2020-12-31 | $140,608,032 | 2,650,981 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $88,546,627 | 2,444,014 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $56,069,435 | 1,661,809 | Shares | Defined | 2020-08-14 |
| 2020-03-31 | $381,427,876 | 11,345,267 | Shares | Defined | 2020-05-22 |