Question 1

Does USS Investment Management own SCHW stock?

Accepted Answer

Yes. As of its Q2 2026 13F, USS Investment Management holds 287,088 shares of SCHW (Charles Schwab), worth $26.5M.

Question 2

How many shares of SCHW does USS Investment Management own?

Accepted Answer

As of its Q2 2026 13F, USS Investment Management holds 287,088 shares of SCHW (Charles Schwab).

Question 3

What is USS Investment Management's SCHW position worth?

Accepted Answer

As of its Q2 2026 13F, USS Investment Management's SCHW position is worth $26.5M.

Question 4

Is USS Investment Management buying or selling SCHW?

Accepted Answer

In Q2 2026, USS Investment Management reduced its SCHW position by 947 shares (-0.3%).

Question 5

When did USS Investment Management first buy SCHW?

Accepted Answer

USS Investment Management already held SCHW in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	287,088	-0.3%	$26.5M	0.1%	$92.00	0
2026-Q1	Increased	288,035	+4.7%	$27.1M	0.1%	$93.37	36
2025-Q4	Increased	275,246	+0.1%	$27.5M	0.1%	$98.93	34
2025-Q3	Unchanged	275,021	0.0%	$26.2M	0.1%	$94.27	0
2025-Q2	Increased	275,021	+13.3%	$25.1M	0.1%	$89.84	39
2025-Q1	Decreased	242,843	-18.6%	$19M	0.1%	$76.83	0
2024-Q4	Decreased	298,443	-1.8%	$22.1M	0.2%	$72.40	0
2024-Q3	Increased	303,926	+4.7%	$19.7M	0.1%	$63.18	36
2024-Q2	Decreased	290,348	-3.1%	$21.4M	0.2%	$71.55	0
2024-Q1	Increased	299,574	+1.7%	$21.7M	0.2%	$70.01	35
2023-Q4	Decreased	294,485	-5.8%	$20.3M	0.2%	$66.32	0
2023-Q3	Decreased	312,685	-1.4%	$17.2M	0.2%	$52.68	0
2023-Q2	Increased	317,204	+3.6%	$18M	0.2%	$54.18	35
2023-Q1	Increased	306,026	+2.5%	$16M	0.2%	$49.80	35
2022-Q4	Decreased	298,618	-6.2%	$24.9M	0.3%	$78.92	0
2022-Q3	Decreased	318,170	-25.2%	$22.9M	0.3%	$67.94	0
2022-Q2	Increased	425,369	+8.4%	$26.9M	0.3%	$59.53	37
2022-Q1	Increased	392,330	+6.5%	$33.1M	0.3%	$79.20	37
2021-Q4	Unchanged	368,462	0.0%	$31M	0.2%	$78.84	0
2021-Q3	Decreased	368,462	-63.9%	$26.8M	0.2%	$68.13	0
2021-Q2	Unchanged	1M	0.0%	$74.4M	0.6%	$67.94	0
2021-Q1	Unchanged	1M	0.0%	$66.7M	0.6%	$60.66	0
2020-Q4	Unchanged	1M	0.0%	$54.1M	0.5%	$49.20	0
2020-Q3	Increased	1M	+0.1%	$37M	0.4%	$33.48	35
2020-Q2	Decreased	1M	-16.5%	$34.4M	0.4%	$31.01	0
2020-Q1	Decreased	1.2M	-63.3%	$41.1M	0.6%	$30.74	0
2019-Q4	Decreased	3.3M	-18.6%	$158.1M	1.5%	$43.32	0
2019-Q3	Increased	4.1M	+2.6%	$170.8M	1.8%	$37.95	49
2019-Q2	Unchanged	4M	0.0%	$160.1M	1.6%	$36.30	0
2019-Q1	First report	4M	-	$170.3M	1.9%	$38.47	0

SCHW30 quarters

SCHW
30 quarters