FORT WASHINGTON INVESTMENT ADVISORS INC /OH/
Position in SCHW — Schwab Charles Corp
CIK 1009016
Cincinnati, OH
Position in SCHW
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$238,841,899
-$11,652,153 QoQ
Shares Held
2,541,412
+1.4% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
1.51%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 89.9875359762416.ToString("F0")%
Shared 0.ToString("F0")%
None 10.01246402375839.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ holds $599,895,782 across 6 Capital Markets names. SCHW ranks #1 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
2,541,412 | $238,841,899 | |
| 2 | GS |
Goldman Sachs Group Inc
|
191,990 | $162,421,620 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
348,101 | $104,719,223 | |
| 4 | MS |
Morgan Stanley
|
284,255 | $46,779,844 | |
| 5 | EVR |
Evercore Inc.
|
85,197 | $25,432,156 | |
| 6 | MC |
Moelis & Co
|
380,720 | $21,701,040 |
All Filings in SCHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,841,899 | 2,541,412 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $250,494,052 | 2,507,197 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $238,240,229 | 2,495,446 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $235,097,013 | 2,576,688 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $203,432,733 | 2,598,783 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $191,908,744 | 2,593,011 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $163,421,396 | 2,521,546 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $136,186,710 | 1,848,103 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $111,524,552 | 1,541,672 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $85,295,556 | 1,239,761 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $49,526,827 | 902,128 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $5,127,102 | 90,457 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $4,412,386 | 84,238 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,702,013 | 80,495 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $4,438,475 | 61,757 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,255,299 | 67,352 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $5,454,182 | 64,692 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,447,325 | 64,772 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $4,719,449 | 64,792 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,737,528 | 65,067 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $4,312,765 | 66,167 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $3,616,850 | 68,191 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,461,502 | 67,941 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,437,040 | 72,230 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $2,449,082 | 72,846 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||