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BRIDGEWAY CAPITAL MANAGEMENT, LLC

Position in SCHW — Schwab Charles Corp

CIK 1107261 HOUSTON, TX

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$2,717,901
-$171,496 QoQ
Shares Held
28,920
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

BRIDGEWAY CAPITAL MANAGEMENT, LLC holds $24,527,465 across 8 Capital Markets names. SCHW ranks #4 (11.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SCHW
Schwab Charles Corp
This page
28,920 $2,717,901

All Filings in SCHW

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13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $2,717,901 28,920
2025-12-31 $2,889,397 28,920
2025-09-30 $2,780,086 29,120
2025-06-30 $2,656,908 29,120
2022-06-30 $10,690,056 169,200
2022-03-31 $14,265,252 169,200
2021-12-31 $16,887,280 200,800
2021-09-30 $14,626,272 200,800
2021-03-31 $5,115,130 78,477
2020-12-31 $4,586,740 86,477
2020-09-30 $2,733,807 75,457
2020-06-30 $3,062,141 90,757
2020-03-31 $3,084,870 91,757