Mesirow Financial Investment Management, Inc.
Position in SCHW — Schwab Charles Corp
CIK 1469475
CHICAGO, IL
Position in SCHW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,309,556
-$155,199 QoQ
Shares Held
133,408
+0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#463
of 2,303 holders
Holding Since
Sep 2024
8 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, 2026Mesirow Financial Investment Management, Inc. holds $17,920,480 across 4 Capital Markets names. SCHW ranks #1 (68.7% of the industry book) .
All Filings in SCHW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,309,556 | 133,408 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $12,464,755 | 132,632 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $11,753,312 | 117,639 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,186,220 | 138,119 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,553,346 | 137,586 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,795,516 | 137,909 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,275,844 | 138,844 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $8,996,470 | 138,813 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||