Wright Investors Service Inc / SCHW
Wright Investors Service Inc’s Schwab Charles Corp Position
Does Wright Investors Service Inc own Schwab Charles Corp (SCHW)? Yes — 71.8K shares worth $7M (+2.12% of its 13F portfolio) as of Q1 2026, up from 61.1K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
71.8K
% of Portfolio
+2.12%
Quarters Held
13
currently held
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 71.8K | $7M | +2.12% |
| Q4 2025 | 61.1K | $6M | +1.83% |
| Q3 2025 | 24.9K | $2M | +0.69% |
| Q2 2025 | 17.7K | $2M | +0.49% |
| Q4 2023 | 47.2K | $3M | +0.91% |
| Q3 2023 | 43.2K | $2M | +0.69% |
| Q2 2023 | 22.3K | $1M | +0.36% |
| Q1 2023 | 32.4K | $2M | +0.48% |
| Q4 2022 | 28.3K | $2M | +0.67% |
| Q3 2022 | 18.7K | $1M | +0.42% |
| Q2 2022 | 12.8K | $808,000 | +0.23% |
| Q1 2019 | 5.7K | $242,000 | +0.10% |
| Q4 2018 | 6.6K | $276,000 | +0.12% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wright Investors Service Inc’s full portfolio or all institutional holders of SCHW.