SEC 13F Intelligence

Chase Investment Counsel Corp / SCHW

Chase Investment Counsel Corp’s Schwab Charles Corp Position

Does Chase Investment Counsel Corp own Schwab Charles Corp (SCHW)? Yes47.6K shares worth $4M (+1.17% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
47.6K
% of Portfolio
+1.17%
Quarters Held
1
currently held

Position History SCHW

Reported value by quarter
Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.6K$4M+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Chase Investment Counsel Corp’s full portfolio or all institutional holders of SCHW.