LONDON CO OF VIRGINIA

Position in SCHW — Schwab Charles Corp

CIK 1259887 RICHMOND, VA

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$318,590,225

-$16,850,709 QoQ

Shares Held

3,452,804

-3.3% QoQ

Ownership

0.200%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#62

of 2,309 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $501,829,876 across 3 Capital Markets names. SCHW ranks #1 (63.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	3,452,804	$318,590,225
2	MC	Moelis & Co	2,791,199	$182,600,238
3	LPLA	LPL Financial Holdings Inc.	2,270	$639,413

All Filings in SCHW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,590,225	3,452,804	-3.3%	Shares	Sole	2026-08-14
2026-03-31	$335,440,934	3,569,280	-13.1%	Shares	Sole	2026-05-15
2025-12-31	$410,229,760	4,105,993	-3.1%	Shares	Sole	2026-02-17
2025-09-30	$404,663,915	4,238,650	-2.0%	Shares	Sole	2025-11-14
2025-06-30	$394,436,268	4,323,063	-2.4%	Shares	Sole	2025-08-14
2025-03-31	$346,654,056	4,428,386	-2.9%	Shares	Sole	2025-05-15
2024-12-31	$337,567,233	4,561,103	-4.7%	Shares	Sole	2025-02-14
2024-09-30	$310,126,089	4,785,158	-6.9%	Shares	Sole	2024-11-14
2024-06-30	$378,608,903	5,137,860	-5.5%	Shares	Sole	2024-08-14
2024-03-31	$393,325,818	5,437,183	-2.8%	Shares	Sole	2024-05-15
2023-12-31	$384,903,388	5,594,526	-5.8%	Shares	Sole	2024-02-14
2023-09-30	$325,954,036	5,937,232	-2.2%	Shares	Sole	2023-11-14
2023-06-30	$344,091,697	6,070,778	+76.2%	Shares	Sole	2023-08-14
2023-03-31	$180,434,014	3,444,712	+246.5%	Shares	Sole	2023-05-15
2022-12-31	$82,771,846	994,137	-3.2%	Shares	Sole	2023-02-14
2022-09-30	$73,794,678	1,026,780	-1.0%	Shares	Sole	2022-11-14
2022-06-30	$65,507,551	1,036,840	-4.4%	Shares	Sole	2022-08-15
2022-03-31	$91,392,883	1,084,010	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$91,008,562	1,082,147	-2.7%	Shares	Sole	2022-02-14
2021-09-30	$80,973,241	1,111,659	-20.6%	Shares	Sole	2021-11-15
2021-06-30	$101,960,284	1,400,361	+1.7%	Shares	Sole	2021-08-16
2021-03-31	$89,736,825	1,376,754	+0.2%	Shares	Sole	2021-05-14
2020-12-31	$72,848,371	1,373,461	-1.5%	Shares	Sole	2021-02-16
2020-09-30	$50,526,249	1,394,597	+61.3%	Shares	Sole	2020-11-13
2020-06-30	$29,179,296	864,828	-8.0%	Shares	Sole	2020-08-14
2020-03-31	$31,587,839	939,555	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.