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SCHWSCHW
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Position history for Aberdeen Group plcAberdeen Group plc's holdings in CHARLES SCHWAB CORP (THE)

Yes. Aberdeen Group holds 1,643,886 shares of SCHW (Charles Schwab), worth $151.7M, as of its Q2 2026 13F filing. It increased the position by 201,192 shares (+14.0%) from Q1 2026. Aberdeen Group has held SCHW in every 13F on record since Q1 2019, 30 quarterly filings. SCHW is 0.2% of Aberdeen Group's reported 13F portfolio.

Current Value

$151.7M

Current Shares

1.6M

Total Value Change

+$70.7M

Total Shares Change

+384,468

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+13.9%
$151.7M0.2%$92.00
41
2026-Q1
Increased
1.4M
+7.1%
$135.6M0.2%$93.37
39
2025-Q4
Increased
1.3M
+39.3%
$134.6M0.2%$98.93
48
2025-Q3
Increased
966,865
+10.7%
$93.7M0.1%$94.27
40
2025-Q2
Decreased
873,201
-14.4%
$79.7M0.1%$89.84
0
2025-Q1
Decreased
1M
-13.4%
$79.4M0.2%$76.83
0
2024-Q4
Decreased
1.2M
-6.5%
$87M0.2%$72.40
0
2024-Q3
Increased
1.3M
+0.7%
$81M0.1%$63.18
36

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

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