SEC 13F Intelligence

Van Diest Capital, LLC / SCHW

Van Diest Capital, LLC’s Schwab Charles Corp Position

Does Van Diest Capital, LLC own Schwab Charles Corp (SCHW)? Yes27.3K shares worth $3M (+2.02% of its 13F portfolio) as of Q1 2026, up from 10.9K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
27.3K
% of Portfolio
+2.02%
Quarters Held
2
currently held

Position History SCHW

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.3K$3M+2.02%
Q4 202510.9K$1M+1.62%

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