Position in SCHW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$13,915,994
-$1,408,601 QoQ
Shares Held
148,074
-3.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.83%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WINSLOW ASSET MANAGEMENT INC holds $23,315,750 across 2 Capital Markets names. SCHW ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
148,074 | $13,915,994 | |
| 2 | MC |
Moelis & Co
|
164,908 | $9,399,756 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,915,994 | 148,074 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $15,324,595 | 153,384 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $14,714,982 | 154,132 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $14,610,991 | 160,138 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,464,837 | 159,234 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $12,243,770 | 165,434 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $11,113,683 | 171,481 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $12,535,037 | 170,105 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,833,188 | 177,401 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $12,145,814 | 176,538 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $9,570,936 | 174,334 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,936,570 | 175,310 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,156,600 | 174,811 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $14,938,925 | 179,425 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $13,744,418 | 191,240 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $12,268,608 | 194,185 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $16,409,423 | 194,632 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $16,852,042 | 200,381 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $14,602,161 | 200,469 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $14,895,324 | 204,578 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $13,543,230 | 207,782 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $12,550,006 | 236,614 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $8,642,702 | 238,551 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $8,245,988 | 244,398 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $8,508,583 | 253,081 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||