Back to JACOBS LEVY EQUITY MANAGEMENT, INC JACOBS LEVY EQUITY MANAGEMENT, INC

SCHWSCHW
Showing 5 of 21 quarters

Position history for JACOBS LEVY EQUITY MANAGEMENT, INCJACOBS LEVY EQUITY MANAGEMENT, INC's holdings in CHARLES SCHWAB

Yes. Jacobs Levy Equity Management holds 761,360 shares of SCHW (Charles Schwab), worth $70.3M, as of its Q2 2026 13F filing. It increased the position from 10,713 shares in Q1 2026. Jacobs Levy Equity Management has held SCHW since Q1 2026, across 2 quarterly 13F filings. SCHW is 0.3% of Jacobs Levy Equity Management's reported 13F portfolio.

Current Value

$70.3M

Current Shares

761,360

Total Value Change

+$64M

Total Shares Change

+664,783

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
761,360
+7006.9%
$70.3M0.3%$92.00
57
2026-Q1
New
10,713
-
$1M0.0%$93.37
35
2025-Q1
Exited
0
-100.0%
$00.0%$76.83
0
2024-Q4
Decreased
2,957
-96.9%
$218,8480.0%$72.40
0
2024-Q3
Increased
96,577
+266.3%
$6.3M0.0%$63.18
44

Other major holders of SCHW: TORONTO DOMINION BANK, VANGUARD GROUP INC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used