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Livermore
Livermore
ZHEN

Edgewood Management LLC

SEC CIK
0000860561
Latest filing
Aug 13, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Edgewood Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2026 holdings

Shares (Q2 2026)
3,500
Value
$322.9K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Edgewood Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,500$322.9K<0.1%00.0%UnchangedHolders
Q1 20263,500$328.9K<0.1%00.0%UnchangedHolders
Q4 20253,500$349.7K<0.1%00.0%UnchangedHolders
Q3 20253,500$334.1K<0.1%00.0%UnchangedHolders
Q2 20253,500$319.3K<0.1%00.0%UnchangedHolders
Q1 20253,500$274.0K<0.1%00.0%UnchangedHolders
Q4 20243,500$259.0K<0.1%00.0%UnchangedHolders
Q3 20243,500$226.8K<0.1%00.0%UnchangedHolders
Q2 20243,500$257.9K<0.1%00.0%UnchangedHolders
Q1 20243,500$253.2K<0.1%−800−18.6%ReducedHolders
Q4 20234,300$295.8K<0.1%−1,060−19.8%ReducedHolders
Q3 20235,360$294.3K<0.1%00.0%UnchangedHolders
Q2 20235,360$303.8K<0.1%00.0%UnchangedHolders
Q1 20235,360$280.8K<0.1%−2,600−32.7%ReducedHolders
Q4 20227,960$662.8K<0.1%00.0%UnchangedHolders
Q3 20227,960$572.0K<0.1%00.0%UnchangedHolders
Q2 20227,960$503.0K<0.1%00.0%UnchangedHolders
Q1 20227,960$671.0K<0.1%00.0%UnchangedHolders
Q4 20217,960$669.0K<0.1%00.0%UnchangedHolders
Q3 20217,960$580.0K<0.1%+1,060+15.4%AddedHolders
Q2 20216,900$502.0K<0.1%00.0%UnchangedHolders
Q1 20216,900$450.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.