Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,788,710
-$4,791,917 QoQ
Shares Held
181,952
-20.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#398
of 2,313 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Epoch Investment Partners, Inc. holds $203,986,277 across 4 Capital Markets names. SCHW ranks #3 (8.2% 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 | $16,788,710 | 181,952 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $21,580,627 | 229,630 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $24,231,671 | 242,535 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $19,789,116 | 207,281 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $27,503,476 | 301,441 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $23,521,104 | 300,474 | Shares | Defined | 2025-05-14 | |
| 2024-09-30 | $2,309,958 | 35,642 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,095,522 | 28,437 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,954,771 | 27,022 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,857,875 | 27,004 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,597,919 | 29,106 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,583,922 | 27,945 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,324,794 | 25,292 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,698,753 | 20,403 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,474,844 | 20,521 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,343,269 | 21,261 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,773,123 | 21,031 | Shares | Defined | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||