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SCHWSCHW
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Position history for Clark Capital Management Group, Inc.Clark Capital Management Group, Inc.'s holdings in Charles Schwab Corp

Yes. Clark Capital Management Group holds 4,752 shares of SCHW (Charles Schwab), worth $438,436, as of its Q2 2026 13F filing. It reduced the position by 123 shares (-2.5%) from Q1 2026. Clark Capital Management Group has held SCHW since Q2 2025, across 5 quarterly 13F filings.

Current Value

$438,436

Current Shares

4,752

Total Value Change

+$189,276

Total Shares Change

+2,021

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
4,752
-2.5%
$438,4360.0%$92.00
0
2026-Q1
Increased
4,875
+18.2%
$458,1210.0%$93.37
28
2025-Q4
Increased
4,124
+36.9%
$412,0290.0%$98.93
31
2025-Q3
Increased
3,012
+10.3%
$287,5550.0%$94.27
26
2025-Q2
New
2,731
-
$249,1600.0%$89.84
32

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

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