SCHW SCHWAB CHARLES CORP COM

Ownership history in ASSOCIATED BANC-CORP  ·  60 quarters on record

AI Ownership Summary

ASSOCIATED BANC-CORP reported SCHWAB CHARLES CORP COM (SCHW) in 60 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.29% in 2025 Q4. The latest visible filing shows SCHW at 1.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ASSOCIATED BANC-CORP's position in SCHWAB CHARLES CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SCHW was reported at 1.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.29% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ASSOCIATED BANC-CORP held SCHW — position size vs. price
% of Fund (quarterly)    SCHW price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 504,122 +17,038 +3.5% 1.29% $50.4M 2026-02-14 (Est.) $93.72
2025 Q3 ADDED 487,084 +4,360 +0.9% 1.22% $46.5M 2025-10-24 $93.84
2025 Q2 ADDED 482,724 +5,885 +1.2% 1.25% $44.0M 2025-08-12 $98.08
2025 Q1 REDUCED 476,839 -2,452 -0.5% 1.14% $37.3M 2025-05-09 $83.71
2024 Q4 REDUCED 479,291 -7,870 -1.6% 1.07% $35.5M 2025-02-10 $79.92
2024 Q3 ADDED 487,161 +5,703 +1.2% 0.93% $31.6M 2024-11-13 $77.04
2024 Q2 ADDED 481,458 +49,552 +11.5% 1.10% $35.5M 2024-08-01 $62.26
2024 Q1 ADDED 431,906 +11,099 +2.6% 0.99% $31.2M 2024-05-09 $73.73
2023 Q4 ADDED 420,807 +48,607 +13.1% 1.01% $29.0M 2024-02-09 $61.73
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ASSOCIATED BANC-CORP and SCHW

These are the practical questions this page is built to answer before you even open the full history table.

How long has ASSOCIATED BANC-CORP reported owning SCHW?

ASSOCIATED BANC-CORP reported SCHW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHW position in ASSOCIATED BANC-CORP's portfolio?

The largest reported portfolio weight for SCHW was 1.29% in 2025 Q4.

What is the latest reported SCHW position on this page?

The most recent filing on this page is 2025 Q4, when ASSOCIATED BANC-CORP reported 504,122 shares, equal to 1.29% of portfolio, with an estimated market value of $50.4M.

What does the chart on this SCHW ownership page compare?

The chart compares ASSOCIATED BANC-CORP's quarterly SCHW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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