SEC 13F Intelligence

Premier Fund Managers Ltd / SCHW

Premier Fund Managers Ltd’s Schwab Charles Corp Position

Does Premier Fund Managers Ltd own Schwab Charles Corp (SCHW)? Yes198.2K shares worth $18M (+1.31% of its 13F portfolio) as of Q1 2026, down from 210.7K shares the prior filed quarter.

Position Value
$18M
Q1 2026
Shares
198.2K
% of Portfolio
+1.31%
Quarters Held
17
currently held

Position History SCHW

Reported value by quarter
Q1 ’22: $56MQ1 ’22Q2 ’22: $49MQ3 ’22: $332,000Q4 ’22: $70MQ4 ’22Q1 ’23: $44MQ2 ’23: $38MQ3 ’23: $36MQ3 ’23Q4 ’23: $53MQ1 ’24: $60MQ2 ’24: $61MQ2 ’24Q3 ’24: $58MQ4 ’24: $67MQ1 ’25: $70MQ1 ’25Q2 ’25: $81MQ3 ’25: $47MQ4 ’25: $21MQ4 ’25Q1 ’26: $18Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026198.2K$18M+1.31%
Q4 2025210.7K$21M+1.22%
Q3 2025482.9K$47M+1.92%
Q2 2025903.9K$81M+2.97%
Q1 2025900.4K$70M+2.62%
Q4 2024900.0K$67M+2.37%
Q3 2024900.0K$58M+2.06%
Q2 2024830.0K$61M+2.45%
Q1 2024830.0K$60M+2.38%
Q4 2023761.0K$53M+2.28%
Q3 2023661.0K$36M+1.70%
Q2 2023661.0K$38M+1.50%
Q1 2023835.4K$44M+1.73%
Q4 2022842.8K$70M+2.71%
Q3 20224.6K$332,000+0.02%
Q2 2022765.7K$49M+2.16%
Q1 2022629.6K$56M+1.95%

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