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SCHWSCHW
31 quarters

Position history for Boston PartnersBoston Partners's holdings in CHARLES SCHWAB CORP (THE)

Yes. Boston Partners holds 998,920 shares of SCHW (Charles Schwab), worth $92.2M, as of its Q2 2026 13F filing. It reduced the position by 4,487,694 shares (-81.8%) from Q1 2026. Boston Partners has held SCHW since Q1 2025, across 6 quarterly 13F filings. SCHW is 0.1% of Boston Partners' reported 13F portfolio.

Current Value

$92.2M

Current Shares

998,920

Total Value Change

+$48.3M

Total Shares Change

-58,380

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
998,920
-81.8%
$92.2M0.1%$92.00
0
2026-Q1
Increased
5.5M
+17.8%
$515.7M0.5%$93.37
52
2025-Q4
Increased
4.7M
+6.0%
$465.7M0.5%$98.93
40
2025-Q3
Increased
4.4M
+4.0%
$419.1M0.4%$94.27
39
2025-Q2
Decreased
4.2M
-13.9%
$386.5M0.4%$89.84
0
2025-Q1
New
4.9M
-
$383.5M0.5%$76.83
51
2024-Q4
Exited
0
-100.0%
$00.0%$72.40
0
2024-Q3
Decreased
730,537
-83.8%
$47.4M0.1%$63.18
0
2024-Q2
Decreased
4.5M
-16.3%
$333.3M0.4%$71.55
0
2024-Q1
Increased
5.4M
+21.2%
$390.9M0.5%$70.01
45
2023-Q4
Increased
4.5M
+424.7%
$305.4M0.4%$66.32
60
2023-Q3
Decreased
848,260
-4.9%
$46.6M0.1%$52.68
0
2023-Q2
Decreased
892,318
-9.3%
$50.6M0.1%$54.18
0
2023-Q1
Decreased
983,245
-90.2%
$51.5M0.1%$49.80
0
2022-Q4
Decreased
10M
-3.3%
$831.3M1.1%$78.92
0
2022-Q3
Increased
10.4M
+37.0%
$747.5M1.1%$67.94
65
2022-Q2
Increased
7.6M
+0.2%
$479M0.7%$59.53
44
2022-Q1
Decreased
7.5M
-6.0%
$634.9M0.8%$79.20
0
2021-Q4
Decreased
8M
-3.5%
$675.6M0.8%$78.84
0
2021-Q3
Increased
8.3M
+1.8%
$606M0.8%$68.13
45
2021-Q2
Increased
8.2M
+17.6%
$594.7M0.8%$67.94
52
2021-Q1
Decreased
6.9M
-2.7%
$452.8M0.6%$60.66
0
2020-Q4
Increased
7.1M
+10.9%
$378.4M0.6%$49.20
49
2020-Q3
Increased
6.4M
+26.1%
$233M0.4%$33.48
45
2020-Q2
Increased
5.1M
+67.2%
$172.1M0.3%$31.01
54
2020-Q1
Increased
3.1M
+142.6%
$102.6M0.2%$30.74
58
2019-Q4
Decreased
1.3M
-65.6%
$59.8M0.1%$43.32
0
2019-Q3
Decreased
3.7M
-3.6%
$152.9M0.2%$37.95
0
2019-Q2
Increased
3.8M
+287.1%
$152.4M0.2%$36.30
58
2019-Q1
Decreased
979,866
-7.3%
$41.9M0.1%$38.47
0
2018-Q4
First report
1.1M
-
$43.9M0.1%$37.23
0

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

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