SEC 13F Intelligence

Kidder Stephen W / SCHW

Kidder Stephen W’s Schwab Charles Corp Position

Does Kidder Stephen W own Schwab Charles Corp (SCHW)? Yes — 38.3K shares worth $4M (+1.06% of its 13F portfolio) as of Q1 2026, up from 30.9K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
38.3K
% of Portfolio
+1.06%
Quarters Held
4
currently held

Position History SCHW

Reported value by quarter
Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.3K$4M+1.06%
Q4 202530.9K$3M+0.87%
Q3 202518.8K$2M+0.51%
Q2 202511.0K$1M+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kidder Stephen W’s full portfolio or all institutional holders of SCHW.