Position in SCHW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$92,694,071
-$7,808,595 QoQ
Shares Held
986,317
-1.9% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026CRAWFORD INVESTMENT COUNSEL INC holds $117,249,220 across 6 Capital Markets names. SCHW ranks #1 (79.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
986,317 | $92,694,071 | |
| 2 | LAZ |
Lazard, Inc.
|
385,702 | $16,384,620 | |
| 3 | PIPR |
Piper Sandler Companies
|
62,460 | $4,781,313 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
5,130 | $1,543,257 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
9,506 | $1,365,251 | |
| 6 | MS |
Morgan Stanley
|
2,921 | $480,708 |
All Filings in SCHW
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,694,071 | 986,317 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $100,502,666 | 1,005,932 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $96,543,178 | 1,011,241 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $93,170,364 | 1,021,157 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $81,245,324 | 1,037,881 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $78,114,372 | 1,055,457 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $70,467,264 | 1,087,290 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $77,048,716 | 1,045,579 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $75,440,420 | 1,042,859 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $70,203,657 | 1,020,402 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,441,112 | 244,829 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,316,795 | 234,947 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $389,811 | 7,442 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $429,122 | 5,154 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $265,487 | 3,694 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $238,630 | 3,777 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $327,965 | 3,890 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $301,919 | 3,590 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $256,688 | 3,524 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $247,481 | 3,399 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $243,903 | 3,742 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $214,652 | 4,047 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||