SEC 13F Intelligence

Ironwood Investment Counsel, LLC / SCHW

Ironwood Investment Counsel, LLC’s Schwab Charles Corp Position

Does Ironwood Investment Counsel, LLC own Schwab Charles Corp (SCHW)? Yes126.6K shares worth $12M (+1.71% of its 13F portfolio) as of Q1 2026, down from 127.7K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
126.6K
% of Portfolio
+1.71%
Quarters Held
30
currently held

Position History SCHW

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $5MQ4 ’20: $7MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ3 ’21: $6MQ4 ’21: $7MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $5MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $9MQ4 ’23Q1 ’24: $9MQ2 ’24: $10MQ3 ’24: $8MQ4 ’24: $10MQ4 ’24Q1 ’25: $10MQ2 ’25: $12MQ3 ’25: $13MQ4 ’25: $13MQ4 ’25Q1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026126.6K$12M+1.71%
Q4 2025127.7K$13M+1.78%
Q3 2025132.0K$13M+1.84%
Q2 2025131.5K$12M+1.85%
Q1 2025133.4K$10M+1.80%
Q4 2024129.3K$10M+1.64%
Q3 2024129.3K$8M+1.40%
Q2 2024129.5K$10M+1.70%
Q1 2024128.8K$9M+1.63%
Q4 2023126.3K$9M+1.62%
Q3 2023127.1K$7M+1.47%
Q2 2023125.3K$7M+1.60%
Q1 202390.1K$5M+1.12%
Q4 202288.6K$7M+1.79%
Q3 202288.3K$6M+1.81%
Q2 202285.2K$5M+1.51%
Q1 202282.3K$7M+1.70%
Q4 202182.4K$7M+1.58%
Q3 202182.6K$6M+1.54%
Q2 202181.9K$6M+1.58%
Q1 202182.9K$5M+1.55%
Q4 2020139.2K$7M+1.68%
Q3 2020139.7K$5M+1.37%
Q2 2020135.2K$5M+1.39%
Q1 2020117.3K$4M+1.55%
Q4 2019110.8K$5M+1.80%
Q3 2019103.3K$4M+1.59%
Q2 201999.2K$4M+1.52%
Q1 201996.0K$4M+1.61%
Q4 201895.9K$4M+1.75%

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