Position in SCHW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$68,067,671
-$443,185 QoQ
Shares Held
737,701
+1.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
2.25%
of 13F equity value
Holder Rank
#184
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, 2026BECKER CAPITAL MANAGEMENT INC holds $158,231,930 across 3 Capital Markets names. SCHW ranks #2 (43.0% of the industry book) .
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,067,671 | 737,701 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $68,510,856 | 728,994 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $73,488,300 | 735,545 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $71,346,544 | 747,319 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $68,962,750 | 755,839 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $59,194,240 | 756,186 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $57,587,625 | 778,106 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,845,648 | 784,534 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $57,099,507 | 774,861 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $57,052,749 | 788,675 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $54,656,164 | 794,421 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,250,220 | 787,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $44,885,005 | 791,902 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $40,825,076 | 779,402 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $61,292,598 | 736,159 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $52,343,567 | 728,309 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $46,449,493 | 735,193 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $60,772,840 | 720,826 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $60,998,823 | 725,313 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $55,294,810 | 759,127 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $55,663,973 | 764,510 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $50,364,781 | 772,703 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $43,441,775 | 819,038 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $30,106,550 | 830,984 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $27,537,575 | 816,170 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $28,820,072 | 857,230 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||