찰스 슈왑 코퍼레이션
MX ˙ BMV ˙ US8085131055
SecurityMX:SCHW / The Charles Schwab Corporation
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership25,848 shares
Latest Disclosed Value $ 2,429,191
Ancora Advisors, LLC reports 2.51% increase in ownership of SCHW / The Charles Schwab Corporation

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 25,848 shares of The Charles Schwab Corporation (MX:SCHW) valued at $2,429,191 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 25,215 shares of The Charles Schwab Corporation. This represents a change in shares of 2.51% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SCHWAB CHARLES CP NEW COM COM 808513105 25,848 633 2.51 2,429 -3.57 0.0304
2026-02-17 2025-12-31 13F SCHWAB CHARLES CP NEW COM COM 808513105 25,215 1,031 4.26 2,519 9.14 0.0519
2025-11-14 2025-09-30 13F SCHWAB CHARLES COM 808513105 24,184 -1,479 -5.76 2,309 -1.41 0.0461
2025-08-14 2025-06-30 13F SCHWAB CHARLES COM 808513105 25,663 -2,211 -7.93 2,342 7.34 0.0486
2025-05-15 2025-03-31 13F SCHWAB CHARLES COM 808513105 27,874 -2,458 -8.10 2,182 -2.81 0.0487
2025-02-14 2024-12-31 13F SCHWAB CHARLES COM 808513105 30,332 -704 -2.27 2,245 11.59 0.0501
2024-11-14 2024-09-30 13F SCHWAB CHARLES COM 808513105 31,036 -2,463 -7.35 2,011 -18.52 0.0458
2024-08-14 2024-06-30 13F SCHWAB CHARLES COM 808513105 33,499 -7,499 -18.29 2,469 -16.76 0.0612
2024-05-16 2024-03-31 13F SCHWAB CHARLES COM 808513105 40,998 -39 -0.10 2,966 5.03 0.0674
2024-02-14 2023-12-31 13F SCHWAB CHARLES COM 808513105 41,037 1,500 3.79 2,823 30.09 0.0663
2023-11-14 2023-09-30 13F SCHWAB CHARLES COM 808513105 39,537 -88 -0.22 2,171 -3.34 0.0576
2023-08-14 2023-06-30 13F SCHWAB CHARLES COM 808513105 39,625 -6,942 -14.91 2,246 -7.95 0.0591
2023-05-16 2023-03-31 13F SCHWAB CHARLES COM 808513105 46,567 16,312 53.92 2,439 -3.18 0.0692
2023-02-14 2022-12-31 13F SCHWAB CHARLES COM 808513105 30,255 -473 -1.54 2,519 14.09 0.0726
2022-11-14 2022-09-30 13F SCHWAB CHARLES COM 808513105 30,728 588 1.95 2,208 15.97 0.0682
2022-08-15 2022-06-30 13F SCHWAB CHARLES COM 808513105 30,140 -7,834 -20.63 1,904 -40.54 0.0536
2022-05-16 2022-03-31 13F/A-1 SCHWAB CHARLES COM 808513105 37,974 -2,118 -5.28 3,202 -5.04 0.0777
2022-05-13 2022-03-31 13F SCHWAB CHARLES CP NEW COM COM 808513105 68,742 28,650 4,481 0.0773
2022-02-14 2021-12-31 13F SCHWAB CHARLES COM 808513105 40,092 -2,006 -4.77 3,372 9.98 0.0799
2021-11-15 2021-09-30 13F SCHWAB CHARLES COM 808513105 42,098 -10,419 -19.84 3,066 -19.82 0.0792
2021-11-12 2021-06-30 13F/A-1 SCHWAB CHARLES COM 808513105 52,517 -16,225 -23.60 3,824 -14.66 0.0999
2021-08-13 2021-06-30 13F SCHWAB CHARLES COM 808513105 52,517 -16,225 3,824 0.0999
2021-11-12 2021-03-31 13F/A-1 SCHWAB CHARLES CP NEW COM COM 808513105 68,742 -18,940 -21.60 4,481 -3.66 0.1237
2021-05-14 2021-03-31 13F SCHWAB CHARLES CP NEW COM COM 808513105 68,742 -18,940 4,481 0.1237
2021-11-12 2020-12-31 13F/A-1 SCHWAB CHARLES COM 808513105 87,682 6,393 7.86 4,651 57.93 0.1498
2021-02-12 2020-12-31 13F SCHWAB CHARLES COM 808513105 87,682 6,393 4,651 0.1498
2021-11-12 2020-09-30 13F/A-1 SCHWAB CHARLES COM 808513105 81,289 7,586 10.29 2,945 18.42 0.1169
2020-11-13 2020-09-30 13F SCHWAB CHARLES COM 808513105 81,289 7,586 2,945 0.1169
2021-11-12 2020-06-30 13F/A-1 SCHWAB CHARLES COM 808513105 73,703 -103 -0.14 2,487 0.20 0.1041
2020-08-14 2020-06-30 13F SCHWAB CHARLES COM 808513105 73,703 -103 2,487 0.1041
2021-11-12 2020-03-31 13F/A-1 THE CHARLES SCHWAB CORPORATI COM 808513105 73,806 3,738 5.33 2,482 -25.53 0.1148
2020-05-14 2020-03-31 13F THE CHARLES SCHWAB CORPORATI COM 808513105 73,806 3,738 2,482 0.1148
2020-02-14 2019-12-31 13F THE CHARLES SCHWAB CORPORATI COM 808513105 70,068 9,490 15.67 3,333 31.53 0.1240
2019-11-19 2019-09-30 13F/A-2 THE CHARLES SCHWAB CORPORATI COM 808513105 60,578 13,872 29.70 2,534 35.00 0.1106
2019-11-18 2019-09-30 13F/A-1 THE CHARLES SCHWAB CORPORATI COM 808513105 60,578 13,872 2,534 0.1106
2019-11-14 2019-09-30 13F THE CHARLES SCHWAB CORPORATI COM 808513105 60,578 13,872 2,534 0.1111
2019-11-14 2019-06-30 13F/A-1 THE CHARLES SCHWAB CORPORATI COM 808513105 46,706 -662 -1.40 1,877 -7.31 0.0842
2019-08-12 2019-06-30 13F THE CHARLES SCHWAB CORPORATI COM 808513105 46,706 -662 1,877 77,528.1850
2019-11-14 2019-03-31 13F/A-1 THE CHARLES SCHWAB CORPORATI COM 808513105 47,368 707 1.52 2,025 4.49 0.0919
2019-05-15 2019-03-31 13F THE CHARLES SCHWAB CORPORATI COM 808513105 47,368 707 2,025 84,358.3041
2019-11-14 2018-12-31 13F/A-1 SCHWAB CHARLES CORP COM 808513105 46,661 8,541 22.41 1,938 3.42 0.0932
2019-02-14 2018-12-31 13F SCHWAB CHARLES CORP COM 808513105 46,661 8,541 1,938
2018-11-13 2018-09-30 13F SCHWAB CHARLES CORP COM 808513105 38,120 562 1.50 1,874 -2.34 0.0722
2018-08-10 2018-06-30 13F SCHWAB CHARLES CORP COM 808513105 37,558 -2,608 -6.49 1,919 -8.53 0.0833
2018-05-15 2018-03-31 13F SCHWAB CHARLES CP NEW COM COM 808513105 40,166 2,114 5.56 2,098 7.31 0.0944
2018-02-14 2017-12-31 13F SCHWAB CHARLES CORP COM 808513105 38,052 7,450 24.34 1,955 46.00 0.1043
2017-11-14 2017-09-30 13F SCHWAB CHARLES CORP COM 808513105 30,602 -3,389 -9.97 1,339 -8.29 0.0776
2017-08-14 2017-06-30 13F SCHWAB CHARLES CORP COM 808513105 33,991 -2,300 -6.34 1,460 -1.42 0.0946
2017-05-15 2017-03-31 13F SCHWAB CHARLES CORP COM 808513105 36,291 -9,213 -20.25 1,481 -17.54 0.1003
2017-02-14 2016-12-31 13F SCHWAB CHARLES CORP COM 808513105 45,504 45,504 1,796 0.1310
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.