SEC 13F Intelligence

Lord, Abbett & Co. LLC / SCHW

Lord, Abbett & Co. LLC’s Schwab Charles Corp Position

Does Lord, Abbett & Co. LLC own Schwab Charles Corp (SCHW)? Yes — 3.31M shares worth $311,000 (+1.02% of its 13F portfolio) as of Q1 2026, down from 3.36M shares the prior filed quarter.

Position Value
$311,000
Q1 2026
Shares
3.31M
% of Portfolio
+1.02%
Quarters Held
16
currently held

Position History SCHW

Reported value by quarter
Q1 ’22: $91MQ1 ’22Q3 ’22: $88MQ4 ’22: $152,005Q4 ’22Q1 ’23: $122,503Q2 ’23: $132,780Q2 ’23Q3 ’23: $158,766Q4 ’23: $271,448Q4 ’23Q1 ’24: $293,849Q2 ’24: $294,858Q2 ’24Q3 ’24: $257,155Q4 ’24: $299,434Q4 ’24Q1 ’25: $325,050Q2 ’25: $372,114Q2 ’25Q3 ’25: $327,807Q4 ’25: $335,836Q4 ’25Q1 ’26: $311,000filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.31M$311,000+1.02%
Q4 20253.36M$335,836+1.03%
Q3 20253.43M$327,807+0.98%
Q2 20254.08M$372,114+1.20%
Q1 20254.15M$325,050+1.16%
Q4 20244.05M$299,434+0.95%
Q3 20243.97M$257,155+0.84%
Q2 20244.00M$294,858+0.98%
Q1 20244.06M$293,849+0.97%
Q4 20233.95M$271,448+0.97%
Q3 20232.89M$158,766+0.59%
Q2 20232.34M$132,780+0.46%
Q1 20232.34M$122,503+0.44%
Q4 20221.83M$152,005+0.54%
Q3 20221.22M$88M+0.32%
Q1 20221.07M$91M+0.24%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lord, Abbett & Co. LLC’s full portfolio or all institutional holders of SCHW.