Position in SCHW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,824,692
-$542,372 QoQ
Shares Held
61,978
-2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.37745651682854.ToString("F0")%
Shared 0.ToString("F0")%
None 22.622543483171448.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026THOMPSON SIEGEL & WALMSLEY LLC holds $33,743,404 across 5 Capital Markets names. SCHW ranks #2 (17.3% of the industry book) .
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,824,692 | 61,978 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,367,064 | 63,728 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $6,388,852 | 66,920 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $6,129,411 | 67,179 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $5,552,556 | 70,932 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $6,445,456 | 87,089 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $8,341,241 | 128,703 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $9,874,975 | 134,007 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $10,068,281 | 139,180 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $10,154,260 | 147,591 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $8,708,402 | 158,623 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,492,199 | 167,470 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $12,059,551 | 230,232 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $19,045,141 | 228,743 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $12,522,340 | 174,236 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $11,506,973 | 182,130 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $15,577,704 | 184,767 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $16,081,097 | 191,214 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $14,198,409 | 194,926 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $14,645,731 | 201,150 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $13,784,918 | 211,490 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $10,866,888 | 204,881 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $8,889,356 | 245,359 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,793,433 | 230,985 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,433,059 | 161,602 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||