Clark Capital Management Group, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1352187
PHILADELPHIA, PA
Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$458,152
+$46,124 QoQ
Shares Held
4,875
+18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
7 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 Mar 31, 2026Clark Capital Management Group, Inc. holds $259,491,843 across 5 Capital Markets names. SCHW ranks #4 (0.2% of the industry book) .
All Filings in SCHW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $458,152 | 4,875 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $412,028 | 4,124 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $287,555 | 3,012 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $249,176 | 2,731 | Shares | Sole | 2025-08-14 | |
| 2022-12-31 | $96,481,188 | 1,158,794 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $79,972,551 | 1,112,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,370,189 | 718,110 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||