MFIM
SCHW

Mesirow Financial Investment Management’s Charles Schwab SCHW Stock Holding History

Mesirow Financial Investment Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3M Buy
133,408
+776
+0.6% +$70.8K 0.19% 104
2026
Q1 		$12.5M Buy
132,632
+14,993
+13% +$1.47M 0.2% 110
2025
Q4 		$11.8M Sell
117,639
-20,480
-15% -$1.94M 0.24% 92
2025
Q3 		$13.2M Buy
138,119
+533
+0.4% +$50.6K 0.24% 94
2025
Q2 		$12.6M Sell
137,586
-323
-0.2% -$27K 0.24% 92
2025
Q1 		$10.8M Sell
137,909
-935
-0.7% -$73.4K 0.21% 102
2024
Q4 		$10.3M Buy
138,844
+31
+0% +$2.32K 0.2% 101
2024
Q3 		$9M Buy
138,813
+488
+0.4% +$32.1K 0.17% 110
2024
Q2 		$10.2M Buy
138,325
+157
+0.1% +$11.6K 0.23% 99
2024
Q1 		$10M Buy
138,168
+6,825
+5% +$449K 0.23% 100
2023
Q4 		$9.04M Buy
+131,343
New +$7.59M 0.33% 69

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Mesirow Financial Investment Management's SCHW Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Charles Schwab (SCHW) stake by 0.59% in Q2 2026, buying an estimated $70.8K and bringing the position to 133,408 shares worth $12.3M. The position accounts for 0.19% of the portfolio, ranked #104.

Mesirow Financial Investment Management first reported a position in SCHW in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.2M in Q3 2025. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Mesirow Financial Investment Management held 133,408 shares of Charles Schwab worth $12.3M as of Q2 2026.
  • Mesirow Financial Investment Management bought 776 Charles Schwab shares in Q2 2026, an estimated $70.8K.
  • Charles Schwab made up 0.19% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #104 holding.
  • Mesirow Financial Investment Management first reported a position in Charles Schwab in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's Charles Schwab position peaked at $13.2M in Q3 2025.
  • 2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.