Charles Schwab holds 4.61% of Oxford Industries (NYSE: OXM) in amended 13G
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G/A
Rhea-AI Filing Summary
Oxford Industries reports an amendment to a Schedule 13G/A disclosing that Charles Schwab Investment Management Inc. beneficially owns 686,766 shares of Common Stock, representing 4.61% of the class as reported. The filing lists sole voting and dispositive power over these shares and is signed by Omar Aguilar on 05/13/2026.
Positive
- None.
Negative
- None.
Insights
Passive institutional stake disclosed at 4.61%.
The filing shows Charles Schwab Investment Management Inc. holds 686,766 shares with sole voting and dispositive authority. The form is an amendment to a Schedule 13G/A and states "Ownership of 5 percent or less of a class."
This disclosure updates public ownership records; subsequent filings may show changes if the holder crosses regulatory thresholds.
Key Figures
Shares beneficially owned: 686,766 shares
Percent of class: 4.61%
CUSIP: 691497309
+2 more
5 metrics
Shares beneficially owned
686,766 shares
Amount beneficially owned per Schedule 13G/A amendment
Percent of class
4.61%
Percent of Common Stock reported in Item 4
CUSIP
691497309
CUSIP for Oxford Industries Common Stock listed on cover
Filer citizenship
Delaware
Citizenship/place of organization for Charles Schwab Investment Management Inc.
Filing signature date
05/13/2026
Signature date on the amended filing
Key Terms
Schedule 13G/A, Beneficially owned, Sole dispositive power
3 terms
Schedule 13G/A regulatory
"amendment to a Schedule 13G/A disclosing beneficial ownership"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Beneficially owned financial
"Amount beneficially owned: 686,766 (b) Percent of class: 4.61 %"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 686,766"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
FAQ
What stake does Charles Schwab Investment Management hold in OXM?
Charles Schwab Investment Management Inc. beneficially owns 686,766 shares, representing 4.61% of Oxford Industries' common stock as reported in the amendment.
What type of SEC filing is this for OXM?
This is an amendment to a Schedule 13G/A, which reports passive institutional ownership and updates beneficial ownership information for Oxford Industries' common stock.
When was the Schedule 13G/A amendment signed?
The amendment was signed by Omar Aguilar, Chief Executive Officer, on 05/13/2026, as shown on the filing's signature block.
Does this filing indicate Charles Schwab is a passive or active investor in OXM?
The filing is a Schedule 13G/A, which typically indicates passive institutional reporting; it also states "Ownership of 5 percent or less of a class." The document does not assert trading intent.