LONGFELLOW INVESTMENT MANAGEMENT CO LLC
Position in SCHW — Schwab Charles Corp
CIK 1167487
BOSTON, MA
Position in SCHW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,116,282
-$15,613 QoQ
Shares Held
12,098
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,167
of 2,303 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026LONGFELLOW INVESTMENT MANAGEMENT CO LLC holds $2,481,731 across 2 Capital Markets names. SCHW ranks #2 (45.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
6,532 | $1,365,449 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
12,098 | $1,116,282 |
All Filings in SCHW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,282 | 12,098 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,131,895 | 12,044 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||