SEC 13F Intelligence

Mount Vernon Associates Inc /Md/ / SCHW

Mount Vernon Associates Inc /Md/’s Schwab Charles Corp Position

Does Mount Vernon Associates Inc /Md/ own Schwab Charles Corp (SCHW)? Yes — 29.8K shares worth $3M (+1.98% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
29.8K
% of Portfolio
+1.98%
Quarters Held
12
currently held

Position History SCHW

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.8K$3M+1.98%
Q4 202529.8K$3M+2.00%
Q3 202529.8K$3M+1.99%
Q2 202530.3K$3M+2.00%
Q1 202530.1K$2M+1.92%
Q4 202430.1K$2M+1.74%
Q3 202430.1K$2M+1.55%
Q2 202429.1K$2M+1.90%
Q1 202429.9K$2M+1.84%
Q4 202329.6K$2M+2.00%
Q3 202329.9K$2M+1.82%
Q2 202329.6K$2M+1.78%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mount Vernon Associates Inc /Md/’s full portfolio or all institutional holders of SCHW.