SEC 13F Intelligence

Bristol John W & Co Inc /Ny/ / SCHW

Bristol John W & Co Inc /Ny/’s Schwab Charles Corp Position

Does Bristol John W & Co Inc /Ny/ own Schwab Charles Corp (SCHW)? Yes1.17M shares worth $110M (+1.82% of its 13F portfolio) as of Q1 2026, down from 1.19M shares the prior filed quarter.

Position Value
$110M
Q1 2026
Shares
1.17M
% of Portfolio
+1.82%
Quarters Held
15
currently held

Position History SCHW

Reported value by quarter
Q3 ’22: $43MQ3 ’22Q4 ’22: $50MQ1 ’23: $52MQ1 ’23Q2 ’23: $56MQ3 ’23: $54MQ3 ’23Q4 ’23: $64MQ1 ’24: $67MQ1 ’24Q2 ’24: $67MQ3 ’24: $59MQ3 ’24Q4 ’24: $66MQ1 ’25: $68MQ1 ’25Q2 ’25: $112MQ3 ’25: $115MQ3 ’25Q4 ’25: $119MQ1 ’26: $110MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.17M$110M+1.82%
Q4 20251.19M$119M+1.83%
Q3 20251.21M$115M+1.82%
Q2 20251.23M$112M+1.82%
Q1 2025866.9K$68M+1.16%
Q4 2024885.7K$66M+1.08%
Q3 2024906.9K$59M+0.94%
Q2 2024913.4K$67M+1.09%
Q1 2024932.5K$67M+1.15%
Q4 2023931.2K$64M+1.18%
Q3 2023978.3K$54M+1.06%
Q2 2023992.7K$56M+1.07%
Q1 2023998.3K$52M+1.08%
Q4 2022598.1K$50M+1.18%
Q3 2022596.0K$43M+1.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bristol John W & Co Inc /Ny/’s full portfolio or all institutional holders of SCHW.