Crown Advisors Management, Inc. / SCHW
Crown Advisors Management, Inc.’s Schwab Charles Corp Position
Does Crown Advisors Management, Inc. own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 30.0K shares worth $2M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2023
Shares
30.0K
% of Portfolio
+1.41%
Quarters Held
4
position exited
Position History SCHW
Reported value by quarter
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Crown Advisors Management, Inc.’s full portfolio or all institutional holders of SCHW.