Parnassus Investments, LLC / SCHW
Parnassus Investments, LLC’s Schwab Charles Corp Position
Does Parnassus Investments, LLC own Schwab Charles Corp (SCHW)? Yes — 1.28M shares worth $121M (+0.35% of its 13F portfolio) as of Q1 2026, down from 1.30M shares the prior filed quarter.
Position Value
$121M
Q1 2026
Shares
1.28M
% of Portfolio
+0.35%
Quarters Held
30
currently held
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.28M | $121M | +0.35% |
| Q4 2025 | 1.30M | $130M | +0.34% |
| Q3 2025 | 1.36M | $129M | +0.30% |
| Q2 2025 | 1.31M | $119M | +0.27% |
| Q1 2025 | 1.31M | $102M | +0.25% |
| Q4 2024 | 1.70M | $125M | +0.28% |
| Q3 2024 | 1.69M | $110M | +0.23% |
| Q2 2024 | 1.63M | $120M | +0.26% |
| Q1 2024 | 1.87M | $135M | +0.29% |
| Q4 2023 | 1.87M | $129M | +0.29% |
| Q3 2023 | 1.70M | $93M | +0.23% |
| Q2 2023 | 1.70M | $96M | +0.22% |
| Q1 2023 | 9.84M | $515M | +1.28% |
| Q4 2022 | 12.65M | $1.1B | +2.62% |
| Q3 2022 | 14.05M | $1.0B | +2.63% |
| Q2 2022 | 13.88M | $877M | +2.09% |
| Q1 2022 | 13.59M | $1.1B | +2.32% |
| Q4 2021 | 16.96M | $1.4B | +2.74% |
| Q3 2021 | 17.19M | $1.3B | +2.64% |
| Q2 2021 | 17.18M | $1.3B | +2.72% |
| Q1 2021 | 16.46M | $1.1B | +2.60% |
| Q4 2020 | 17.10M | $907M | +2.46% |
| Q3 2020 | 14.78M | $536M | +1.66% |
| Q2 2020 | 15.25M | $514M | +1.78% |
| Q1 2020 | 15.25M | $513M | +2.13% |
| Q4 2019 | 11.77M | $560M | +1.88% |
| Q3 2019 | 10.82M | $453M | +1.64% |
| Q2 2019 | 9.30M | $374M | +1.41% |
| Q1 2019 | 15.62M | $668M | +2.63% |
| Q4 2018 | 15.62M | $649M | +2.83% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Parnassus Investments, LLC’s full portfolio or all institutional holders of SCHW.