Question 1

How many shares of SCHW does Vident Advisory, LLC own?

Accepted Answer

As of 2026-Q1, Vident Advisory, LLC holds 549,823 shares of SCHW (SCHWAB CHARLES CORP).

Question 2

What is Vident Advisory, LLC's SCHW position worth?

Accepted Answer

As of 2026-Q1, Vident Advisory, LLC's SCHW position is worth $51.7M.

Question 3

Is Vident Advisory, LLC buying or selling SCHW?

Accepted Answer

In 2026-Q1, Vident Advisory, LLC decreased their SCHW position (-4.1% change in shares).

Question 4

When did Vident Advisory, LLC first buy SCHW?

Accepted Answer

Based on available 13F filings, Vident Advisory, LLC first reported a position in SCHW in 2024-Q2. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	549,823	-4.1%	$51.7M	0.4%	$95.24	0
2025-Q4	Increased	573,148	+30.5%	$57.3M	0.5%	$100.21	52
2025-Q3	Increased	439,202	+36.0%	$41.9M	0.4%	$96.29	45
2025-Q2	Increased	323,063	+461.0%	$29.5M	0.3%	$89.17	56
2025-Q1	Increased	57,588	+22.0%	$4.5M	0.1%	$76.86	32
2024-Q4	Increased	47,194	+46.5%	$3.5M	0.1%	$72.79	36
2024-Q3	Increased	32,207	+27.9%	$2.1M	0.1%	$63.21	32
2024-Q2	Increased	25,174	+8.9%	$1.9M	0.1%	$72.02	28

SCHWShowing 8 of 11 quarters

SCHW
Showing 8 of 11 quarters