Allen Investment Management, LLC

Position in SCHW — Schwab Charles Corp

CIK 1326234 NEW YORK, NY

Back to SCHW Full portfolio

Position in SCHW

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$315,088,394

-$185,679,337 QoQ

Shares Held

3,414,852

-35.9% QoQ

Ownership

0.197%

of shares outstanding

% of Portfolio

4.51%

of 13F equity value

Holder Rank

#64

of 2,304 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Allen Investment Management, LLC holds $318,773,358 across 4 Capital Markets names. SCHW ranks #1 (98.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	3,414,852	$315,088,394
2	MS	Morgan Stanley	11,697	$2,445,140
3	GS	Goldman Sachs Group Inc	774	$782,800
4	WULF	Terawulf Inc.	18,503	$457,024

All Filings in SCHW

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,088,394	3,414,852	-35.9%	Shares	Defined	2026-08-05
2026-03-31	$500,767,731	5,328,450	-4.6%	Shares	Defined	2026-05-07
2025-12-31	$557,920,319	5,584,229	-4.5%	Shares	Defined	2026-02-10
2025-09-30	$558,361,832	5,848,558	-23.8%	Shares	Defined	2025-11-06
2025-06-30	$700,083,881	7,672,993	-6.5%	Shares	Defined	2025-08-07
2025-03-31	$642,597,467	8,208,961	-0.3%	Shares	Defined	2025-05-07
2024-12-31	$609,651,010	8,237,414	-3.0%	Shares	Defined	2025-02-10
2024-09-30	$550,535,479	8,494,607	-2.5%	Shares	Defined	2024-11-07
2024-06-30	$642,014,103	8,712,364	+3.0%	Shares	Defined	2024-08-08
2024-03-31	$612,059,986	8,460,879	-0.3%	Shares	Defined	2024-05-07
2023-12-31	$584,010,795	8,488,529	-0.5%	Shares	Defined	2024-02-14
2023-09-30	$468,478,279	8,533,302	-0.1%	Shares	Defined	2023-11-13
2023-06-30	$484,001,119	8,539,187	+32.0%	Shares	Defined	2023-08-07
2023-03-31	$338,724,226	6,466,671	+16.5%	Shares	Defined	2023-05-09
2022-12-31	$462,116,645	5,550,284	-2.1%	Shares	Defined	2023-02-13
2022-09-30	$407,348,882	5,667,857	+0.5%	Shares	Defined	2022-11-07
2022-06-30	$356,356,049	5,640,330	-0.8%	Shares	Defined	2022-08-08
2022-03-31	$479,479,822	5,687,105	+2.4%	Shares	Defined	2022-05-05
2021-12-31	$466,919,751	5,551,959	-0.5%	Shares	Defined	2022-02-10
2021-09-30	$406,482,381	5,580,483	+2.1%	Shares	Defined	2021-11-05
2021-06-30	$397,846,945	5,464,180	+48.8%	Shares	Defined	2021-08-11
2021-03-31	$239,376,352	3,672,543	+43.4%	Shares	Defined	2021-05-17
2020-12-31	$135,845,305	2,561,186	+68.0%	Shares	Defined	2021-02-03
2020-09-30	$55,237,997	1,524,648	-2.5%	Shares	Defined	2020-11-03
2020-06-30	$52,743,785	1,563,242	-10.0%	Shares	Defined	2020-08-10
2020-03-31	$58,423,558	1,737,762	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.