SAWGRASS ASSET MANAGEMENT LLC
Position in SCHW — Schwab Charles Corp
CIK 1105467
PONTE VEDRA BEACH, FL
Position in SCHW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$497,058
-$87,873 QoQ
Shares Held
5,387
-13.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,511
of 2,304 holders
Holding Since
Jun 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SAWGRASS ASSET MANAGEMENT LLC holds $4,778,340 across 3 Capital Markets names. SCHW ranks #3 (10.4% of the industry book) .
All Filings in SCHW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,058 | 5,387 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $584,931 | 6,224 | Shares | Sole | 2026-05-01 | |
| 2023-09-30 | $7,527,558 | 137,114 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,146,503 | 143,728 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||