SCHW β€” CHARLES SHWAB COM

Ownership history in BECK MACK & OLIVER LLC  Β·  53 quarters on record

AI Ownership Summary

BECK MACK & OLIVER LLC reported CHARLES SHWAB COM (SCHW) in 53 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.75% in 2025 Q4. The latest visible filing shows SCHW at 3.75% 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 BECK MACK & OLIVER LLC's position in CHARLES SHWAB 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 3.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.75% 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 BECK MACK & OLIVER LLC held SCHW β€” position size vs. price
% of Fund (quarterly)    SCHW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,064,898 +1,225 +0.1% 3.75% $206.3M 2026-02-14 (Est.) $93.72
2025 Q3 REDUCED 2,063,673 -40,398 -1.9% 3.58% $197.0M 2025-11-14 $94.07
2025 Q2 REDUCED 2,104,071 -67,499 -3.1% 3.66% $192.0M 2025-08-14 $97.17
2025 Q1 ADDED 2,171,570 +48,359 +2.3% 3.40% $170.0M 2025-05-15 $87.32
2024 Q4 ADDED 2,123,211 +29,993 +1.4% 2.91% $157.1M 2025-02-13 $80.31
2024 Q3 ADDED 2,093,218 +41,904 +2.0% 2.64% $135.7M 2024-11-13 $77.04
2024 Q2 REDUCED 2,051,314 -7,903 -0.4% 3.13% $151.2M 2024-08-14 $64.13
2024 Q1 ADDED 2,059,217 +130,270 +6.8% 3.02% $149.0M 2024-05-14 $75.32
2023 Q4 ADDED 1,928,947 +47,798 +2.5% 3.09% $132.7M 2024-02-14 $61.40
44 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SCHW

As of 2026 Q1 β€” sorted by position size

Signature Wealth Management Group 3Y 7Y 0.1%

FAQ About BECK MACK & OLIVER LLC and SCHW

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

How long has BECK MACK & OLIVER LLC reported owning SCHW?

BECK MACK & OLIVER LLC reported SCHW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHW position in BECK MACK & OLIVER LLC's portfolio?

The largest reported portfolio weight for SCHW was 3.75% in 2025 Q4.

What is the latest reported SCHW position on this page?

The most recent filing on this page is 2025 Q4, when BECK MACK & OLIVER LLC reported 2,064,898 shares, equal to 3.75% of portfolio, with an estimated market value of $206.3M.

What does the chart on this SCHW ownership page compare?

The chart compares BECK MACK & OLIVER LLC'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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