BECK MACK & OLIVER LLC

Position in SCHW — Schwab Charles Corp

CIK 10742 NEW YORK, NY

Back to SCHW Full portfolio

Position in SCHW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$192,038,262

-$14,265,697 QoQ

Shares Held

2,043,395

-1.0% QoQ

Ownership

0.117%

of shares outstanding

% of Portfolio

4.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 95.55254857724522.ToString("F0")% Shared 0.ToString("F0")% None 4.447451422754778.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

BECK MACK & OLIVER LLC holds $244,369,792 across 4 Capital Markets names. SCHW ranks #1 (78.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	2,043,395	$192,038,262
2	JEF	Jefferies Financial Group Inc.	1,223,102	$50,477,419
3	GS	Goldman Sachs Group Inc	1,219	$1,031,261
4	MS	Morgan Stanley	5,000	$822,850

All Filings in SCHW

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$192,038,262	2,043,395	-1.0%	Shares	Sole	2026-05-12
2025-12-31	$206,303,959	2,064,898	+0.1%	Shares	Sole	2026-02-12
2025-09-30	$197,018,861	2,063,673	-1.9%	Shares	Sole	2025-11-14
2025-06-30	$191,975,438	2,104,071	-3.1%	Shares	Sole	2025-08-14
2025-03-31	$169,990,499	2,171,570	+2.3%	Shares	Sole	2025-05-15
2024-12-31	$157,138,846	2,123,211	+1.4%	Shares	Sole	2025-02-13
2024-09-30	$135,661,458	2,093,218	+2.0%	Shares	Sole	2024-11-13
2024-06-30	$151,161,328	2,051,314	-0.4%	Shares	Sole	2024-08-14
2024-03-31	$148,963,757	2,059,217	+6.8%	Shares	Sole	2024-05-14
2023-12-31	$132,711,553	1,928,947	+2.5%	Shares	Sole	2024-02-14
2023-09-30	$103,275,080	1,881,149	+1.9%	Shares	Sole	2023-11-14
2023-06-30	$104,645,393	1,846,249	+11.7%	Shares	Sole	2023-08-08
2023-03-31	$86,597,654	1,653,258	+8.7%	Shares	Sole	2023-05-15
2022-12-31	$126,685,168	1,521,561	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$109,517,374	1,523,826	-0.4%	Shares	Sole	2022-11-10
2022-06-30	$96,691,935	1,530,420	+0.9%	Shares	Sole	2022-08-12
2022-03-31	$127,870,447	1,516,670	+0.8%	Shares	Sole	2022-05-16
2021-12-31	$126,528,954	1,504,506	+1.3%	Shares	Sole	2022-01-28
2021-09-30	$108,159,824	1,484,896	+1.3%	Shares	Sole	2021-11-04
2021-06-30	$106,684,852	1,465,250	+2.5%	Shares	Sole	2021-07-28
2021-03-31	$93,191,105	1,429,750	-4.3%	Shares	Sole	2021-05-11
2020-12-31	$79,236,986	1,493,910	+1.0%	Shares	Sole	2021-02-10
2020-09-30	$53,602,647	1,479,510	+20.4%	Shares	Sole	2020-11-02
2020-06-30	$41,470,306	1,229,114	+5.9%	Shares	Sole	2020-08-10
2020-03-31	$39,015,808	1,160,494	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.