New England Research & Management, Inc.

Position in SCHW — Schwab Charles Corp

CIK 1596077 CHICAGO, IL

Position in SCHW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,506,307

+$735,068 QoQ

Shares Held

16,325

+37.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#1,036

of 2,303 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

New England Research & Management, Inc. holds $7,759,825 across 4 Capital Markets names. SCHW ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	14,450	$3,020,628
2	GS	Goldman Sachs Group Inc	2,916	$2,949,154
3	SCHW	Schwab Charles Corp This page	16,325	$1,506,307
4	EVR	Evercore Inc.	831	$283,736

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,506,307	16,325	+37.2%	Shares	Sole	2026-07-09
2024-09-30	$771,239	11,900	-53.5%	Shares	Sole	2024-10-07
2024-06-30	$1,886,464	25,600	-22.7%	Shares	Sole	2024-07-09
2024-03-31	$2,396,624	33,130	-4.0%	Shares	Sole	2024-04-16
2023-12-31	$2,373,944	34,505	+17.6%	Shares	Sole	2024-02-06
2023-09-30	$1,610,217	29,330	-3.0%	Shares	Sole	2023-10-10
2023-06-30	$1,713,436	30,230	-0.2%	Shares	Sole	2023-07-05
2023-03-31	$1,587,375	30,305	+804.6%	Shares	Sole	2023-04-06
2022-09-30	$240,764	3,350	-59.8%	Shares	Sole	2022-10-06
2020-09-30	$301,614	8,325	-5.9%	Shares	Sole	2020-10-08
2020-06-30	$298,599	8,850	0.0%	Shares	Sole	2020-07-15
2020-03-31	$297,537	8,850	—	Shares	Sole	2020-06-15
No filing history on record for this holder in this stock.