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Ramirez Asset Management, Inc.

SEC CIK
0001992110
Latest filing
Aug 13, 2026

SCHW holding history

Schwab Charles Corp in every 13F filed by Ramirez Asset Management, 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)
8,307
Value
$766.5K
% of portfolio
0.1%
Quarters held
9
Since Q3 2023
Holdings of SCHW by Ramirez Asset Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,307$766.5K0.1%−6−0.1%ReducedHolders
Q1 20268,313$781.3K0.1%+45+0.5%AddedHolders
Q4 20258,268$826.1K0.1%00.0%UnchangedHolders
Q3 20258,268$789.3K0.1%+8,268NewHolders
Q4 20240$00.0%−1,300−100.0%Sold outHolders
Q3 20241,300$84.3K<0.1%00.0%UnchangedHolders
Q2 20241,300$95.8K<0.1%00.0%UnchangedHolders
Q1 20241,300$94.0K<0.1%00.0%UnchangedHolders
Q4 20231,300$89.4K<0.1%+200+18.2%AddedHolders
Q3 20231,100$60.4K<0.1%–No prior filingHolders