Great Lakes Retirement, Inc. / SCHW
Great Lakes Retirement, Inc.’s Schwab Charles Corp Position
Does Great Lakes Retirement, Inc. own Schwab Charles Corp (SCHW)? Yes — 149.2K shares worth $14M (+1.45% of its 13F portfolio) as of Q1 2026, up from 148.6K shares the prior filed quarter.
Position Value
$14M
Q1 2026
Shares
149.2K
% of Portfolio
+1.45%
Quarters Held
15
currently held
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 149.2K | $14M | +1.45% |
| Q4 2025 | 148.6K | $15M | +1.54% |
| Q3 2025 | 147.0K | $14M | +1.53% |
| Q2 2025 | 146.7K | $13M | +1.58% |
| Q1 2025 | 145.2K | $11M | +1.49% |
| Q4 2024 | 142.0K | $11M | +1.36% |
| Q3 2024 | 142.4K | $9M | +1.18% |
| Q2 2024 | 135.3K | $10M | +1.37% |
| Q1 2024 | 126.5K | $9M | +1.35% |
| Q4 2023 | 132.4K | $9M | +1.50% |
| Q3 2023 | 119.9K | $7M | +1.19% |
| Q2 2023 | 112.1K | $6M | +1.12% |
| Q1 2023 | 10.5K | $551,636 | +0.10% |
| Q2 2020 | 8.3K | $280,000 | +0.13% |
| Q4 2019 | 8.4K | $403,000 | +0.12% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Great Lakes Retirement, Inc.’s full portfolio or all institutional holders of SCHW.