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Position history for AIAllen Investment Management, LLC's holdings in SCHWAB (CHARLES) CORP

Allen Investment Management, LLC holds 3.4M shares of SCHW (SCHWAB (CHARLES) CORP), worth $315.1M as of 2026-Q2. The position was decreased (-35.9% shares). SCHW represents 3.7% of Allen Investment Management, LLC's portfolio.

Current Value

$315.1M

Current Shares

3.4M

Total Value Change

-$235.4M

Total Shares Change

-5.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.4M
-35.9%
$315.1M3.7%$92.00
0
2026-Q1
Decreased
5.3M
-4.6%
$500.8M6.2%$93.37
0
2025-Q4
Decreased
5.6M
-4.5%
$557.9M6.2%$98.93
0
2025-Q3
Decreased
5.8M
-23.8%
$558.4M6.2%$94.27
0
2025-Q2
Decreased
7.7M
-6.5%
$700.1M7.6%$89.84
0
2025-Q1
Decreased
8.2M
-0.3%
$642.6M7.5%$76.83
0
2024-Q4
Decreased
8.2M
-3.0%
$609.7M7.0%$72.40
0
2024-Q3
Decreased
8.5M
-2.5%
$550.5M6.5%$63.18
0

Other major holders of SCHW: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, TORONTO DOMINION BANK

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