Skip to main content
Livermore
Livermore
ZHEN

Ethic Inc.

SEC CIK
0001780570
Latest filing
Jul 29, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Ethic Inc., 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)
204,339
Value
$18.9M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SCHW by Ethic Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026204,339$18.9M0.2%+17,677+9.5%AddedHolders
Q1 2026186,662$17.5M0.3%−1,295−0.7%ReducedHolders
Q4 2025187,957$18.8M0.3%+11,339+6.4%AddedHolders
Q3 2025176,618$16.9M0.3%+3,432+2.0%AddedHolders
Q2 2025173,186$15.6M0.3%+17,797+11.5%AddedHolders
Q1 2025155,389$12.1M0.2%+2,591+1.7%AddedHolders
Q4 2024152,798$11.3M0.2%+20,377+15.4%AddedHolders
Q3 2024132,421$9.58M0.2%−13,205−9.1%ReducedHolders
Q2 2024145,626$10.7M0.3%+13,205+10.0%AddedHolders
Q1 2024132,421$9.58M0.2%+1,034+0.8%AddedHolders
Q4 2023131,387$9.04M0.3%+2,998+2.3%AddedHolders
Q3 2023128,389$7.05M0.2%+23,199+22.1%AddedHolders
Q2 2023105,190$5.96M0.2%+10,022+10.5%AddedHolders
Q1 202395,168$4.98M0.2%+8,784+10.2%AddedHolders
Q4 202286,384$7.19M0.4%−11,734−12.0%ReducedHolders
Q3 202298,118$7.05M0.5%+12,425+14.5%AddedHolders
Q2 202285,693$5.41M0.4%+8,706+11.3%AddedHolders
Q1 202276,987$6.49M0.4%+9,100+13.4%AddedHolders
Q4 202167,887$5.71M0.4%+10,521+18.3%AddedHolders
Q3 202157,366$4.18M0.4%+11,413+24.8%AddedHolders
Q2 202145,953$3.35M0.4%+13,602+42.0%AddedHolders
Q1 202132,351$2.11M0.4%––Holders

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