CRAMER ROSENTHAL MCGLYNN LLC

Position in SCHW — Schwab Charles Corp

CIK 820743 STAMFORD, CT

Position in SCHW

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,933,826

-$217,835 QoQ

Shares Held

20,577

-4.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

CRAMER ROSENTHAL MCGLYNN LLC holds $19,910,995 across 3 Capital Markets names. SCHW ranks #3 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVR	Evercore Inc.	35,668	$10,647,254
2	MC	Moelis & Co	128,595	$7,329,915
3	SCHW	Schwab Charles Corp This page	20,577	$1,933,826

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,933,826	20,577	-4.5%	Shares	Sole	2026-05-15
2025-12-31	$2,151,661	21,536	-80.0%	Shares	Sole	2026-02-13
2025-09-30	$10,272,667	107,601	+11.1%	Shares	Sole	2025-11-12
2025-06-30	$8,837,688	96,862	+140.4%	Shares	Sole	2025-08-11
2025-03-31	$3,154,214	40,294	-0.5%	Shares	Sole	2025-05-14
2024-12-31	$2,996,886	40,493	-16.7%	Shares	Sole	2025-02-13
2024-09-30	$3,151,256	48,623	+55.1%	Shares	Sole	2024-11-14
2024-06-30	$2,309,813	31,345	-30.1%	Shares	Sole	2024-08-13
2024-03-31	$3,245,027	44,858	-0.8%	Shares	Sole	2024-05-14
2023-12-31	$3,110,516	45,211	-17.1%	Shares	Sole	2024-02-13
2023-09-30	$2,993,477	54,526	+19.2%	Shares	Sole	2023-11-13
2023-06-30	$2,592,486	45,739	-4.5%	Shares	Sole	2023-08-14
2023-03-31	$2,509,368	47,907	-70.2%	Shares	Sole	2023-05-12
2022-12-31	$13,401,696	160,962	+24.9%	Shares	Sole	2023-02-13
2022-09-30	$9,258,796	128,827	-38.1%	Shares	Sole	2022-11-14
2020-06-30	$7,021,462	208,105	-37.6%	Shares	Sole	2020-08-14
2020-03-31	$11,217,313	333,650	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.