Position in SCHW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,686,619
+$1,014,480 QoQ
Shares Held
115,819
+12.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#493
of 2,304 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026THOMPSON INVESTMENT MANAGEMENT, INC. holds $10,867,373 across 4 Capital Markets names. SCHW ranks #1 (98.3% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,686,619 | 115,819 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,672,139 | 102,917 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $9,607,445 | 96,161 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $9,218,392 | 96,558 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $9,128,470 | 100,049 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $9,706,876 | 124,002 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $9,358,268 | 126,446 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,909,606 | 122,043 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $8,691,661 | 117,949 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $9,337,791 | 129,082 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $8,755,419 | 127,259 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $6,678,145 | 121,642 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,243,023 | 127,788 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $5,703,029 | 108,878 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,950,484 | 35,437 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,546,857 | 35,437 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $2,240,046 | 35,455 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $2,894,952 | 34,337 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $2,887,741 | 34,337 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $3,010,987 | 41,337 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,288,973 | 45,172 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,944,310 | 45,172 | Shares | Sole | 2021-04-07 | |
| 2020-12-31 | $2,470,178 | 46,572 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,517,022 | 41,872 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,412,761 | 41,872 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,361,610 | 40,500 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||