Position in SCHW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$78,232,780
+$10,395,197 QoQ
Shares Held
847,868
+17.5% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#170
of 2,310 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Madison Asset Management, LLC holds $195,195,721 across 3 Capital Markets names. SCHW ranks #2 (40.1% of the industry book) .
All Filings in SCHW
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,232,780 | 847,868 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $67,837,583 | 721,830 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $76,066,478 | 761,350 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $77,293,466 | 809,610 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $76,740,321 | 841,082 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $74,964,137 | 957,641 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $71,156,100 | 961,439 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $63,682,889 | 982,609 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $64,578,821 | 876,358 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $64,803,691 | 895,821 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $52,015,758 | 756,043 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $40,827,483 | 743,670 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $41,113,971 | 725,370 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $37,794,265 | 721,540 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,605,895 | 67,330 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,894,993 | 68,109 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,326,440 | 68,478 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||