Cercano Management LLC’s Schwab Charles Corp Position
Does Cercano Management LLC own Schwab Charles Corp (SCHW)? Yes — 390.2K shares worth $37M (+1.58% of its 13F portfolio) as of Q1 2026.
Position Value
$37M
Q1 2026
Shares
390.2K
% of Portfolio
+1.58%
Quarters Held
14
currently held
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 390.2K | $37M | +1.58% |
| Q4 2025 | 390.2K | $39M | +1.48% |
| Q3 2025 | 390.2K | $37M | +1.43% |
| Q2 2025 | 740.3K | $68M | +1.93% |
| Q1 2025 | 1.14M | $89M | +2.61% |
| Q4 2024 | 1.14M | $84M | +2.14% |
| Q3 2024 | 1.14M | $74M | +1.76% |
| Q2 2024 | 1.13M | $84M | +2.23% |
| Q1 2024 | 1.19M | $86M | +2.40% |
| Q4 2023 | 1.13M | $78M | +2.57% |
| Q3 2023 | 1.47M | $80M | +2.86% |
| Q2 2023 | 1.64M | $93M | +3.22% |
| Q1 2023 | 926.2K | $49M | +1.94% |
| Q4 2022 | 846.3K | $70M | +2.86% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cercano Management LLC’s full portfolio or all institutional holders of SCHW.