SEC 13F Intelligence

Covington Capital Management / SCHW

Covington Capital Management’s Schwab Charles Corp Position

Does Covington Capital Management own Schwab Charles Corp (SCHW)? Yes299.1K shares worth $21M (+0.93% of its 13F portfolio) as of Q3 2022, up from 298.5K shares the prior filed quarter.

Position Value
$21M
Q3 2022
Shares
299.1K
% of Portfolio
+0.93%
Quarters Held
16
currently held

Position History SCHW

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $14MQ2 ’19: $14MQ2 ’19Q3 ’19: $15MQ4 ’19: $17MQ4 ’19Q1 ’20: $12MQ2 ’20: $10MQ2 ’20Q3 ’20: $10MQ4 ’20: $15MQ4 ’20Q1 ’21: $18MQ2 ’21: $20MQ2 ’21Q3 ’21: $20MQ4 ’21: $23MQ4 ’21Q1 ’22: $24MQ2 ’22: $19MQ2 ’22Q3 ’22: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2022299.1K$21M+0.93%
Q2 2022298.5K$19M+0.77%
Q1 2022279.5K$24M+0.85%
Q4 2021278.1K$23M+0.81%
Q3 2021279.2K$20M+0.77%
Q2 2021279.6K$20M+0.80%
Q1 2021278.0K$18M+0.78%
Q4 2020283.2K$15M+0.68%
Q3 2020285.4K$10M+0.51%
Q2 2020303.6K$10M+0.57%
Q1 2020360.5K$12M+0.80%
Q4 2019359.5K$17M+0.90%
Q3 2019365.0K$15M+0.88%
Q2 2019342.6K$14M+0.82%
Q1 2019326.0K$14M+0.86%
Q4 2018343.7K$14M+1.00%

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