Position history for Allen Investment Management, LLC's holdings in SCHWAB CHARLES CORP
Allen Investment Management, LLC holds 5.3M shares of SCHW (SCHWAB CHARLES CORP), worth $500.8M as of 2026-Q1. The position was decreased (-4.6% shares). SCHW represents 6.2% of Allen Investment Management, LLC's portfolio.
Current Value
$500.8M
Current Shares
5.3M
Total Value Change
-$141.2M
Total Shares Change
-3.4M
Other major holders of SCHW: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 5.3M |
-4.6% |
| $500.8M |
| 6.2% |
| $95.24 |
0 |
| 2025-Q4 | Decreased | 5.6M | -4.5% | $557.9M | 6.2% | $100.21 | 0 |
| 2025-Q3 | Decreased | 5.8M | -23.8% | $558.4M | 6.2% | $96.29 | 0 |
| 2025-Q2 | Decreased | 7.7M | -6.5% | $700.1M | 7.6% | $89.17 | 0 |
| 2025-Q1 | Decreased | 8.2M | -0.3% | $642.6M | 7.5% | $76.86 | 0 |
| 2024-Q4 | Decreased | 8.2M | -3.0% | $609.7M | 7.0% | $72.79 | 0 |
| 2024-Q3 | Decreased | 8.5M | -2.5% | $550.5M | 6.5% | $63.21 | 0 |
| 2024-Q2 | Increased | 8.7M | +3.0% | $642M | 7.8% | $72.02 | 63 |