WRIGHT INVESTORS SERVICE INC

Position in SCHW — Schwab Charles Corp

CIK 108572 SHELTON, CT

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,885,647

+$139,388 QoQ

Shares Held

74,625

+4.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

#570

of 2,304 holders

Holding Since

Jun 2022

12 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

WRIGHT INVESTORS SERVICE INC holds $13,235,512 across 4 Capital Markets names. SCHW ranks #1 (52.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	74,625	$6,885,647
2	GS	Goldman Sachs Group Inc	4,264	$4,312,481
3	IBKR	Interactive Brokers Group, Inc.	15,482	$1,347,552
4	MS	Morgan Stanley	3,300	$689,832

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,885,647	74,625	+4.0%	Shares	Sole	2026-08-05
2026-03-31	$6,746,259	71,784	+17.5%	Shares	Sole	2026-04-29
2025-12-31	$6,102,003	61,075	+145.2%	Shares	Sole	2026-01-26
2025-09-30	$2,377,680	24,905	+40.3%	Shares	Sole	2025-10-28
2025-06-30	$1,619,144	17,746	-62.4%	Shares	Sole	2025-07-11
2023-12-31	$3,244,882	47,164	+9.3%	Shares	Sole	2024-01-31
2023-09-30	$2,369,648	43,163	+93.1%	Shares	Sole	2023-10-31
2023-06-30	$1,266,627	22,347	-31.1%	Shares	Sole	2023-07-27
2023-03-31	$1,698,264	32,422	+14.7%	Shares	Sole	2023-04-26
2022-12-31	$2,352,843	28,259	+50.8%	Shares	Sole	2023-01-27
2022-09-30	$1,347,130	18,744	+46.6%	Shares	Sole	2022-11-01
2022-06-30	$807,882	12,787	—	Shares	Sole	2022-08-02
No filing history on record for this holder in this stock.