SCHWARTZ INVESTMENT COUNSEL INC
CRD #104693 SEC #801-32773 PLYMOUTH, MI 7344557777
SEC Registered
Total AUM
$3.7B
Discretionary
$3.7B
Employees
20
Clients
0
Accounts
79
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $3.7B | $3.7B | $0 | 20 | 0 |
| Mar 2025 | $3.7B | $3.7B | $0 | 20 | 0 |
| Mar 2024 | $3.3B | $3.3B | $0 | 20 | 0 |
| Mar 2023 | $2.9B | $2.9B | $0 | 20 | 0 |
| Mar 2022 | $3.2B | $3.2B | $0 | 20 | 0 |
| Mar 2021 | $2.8B | $2.8B | $0 | 20 | 0 |
| Jul 2020 | $2.8B | $2.8B | $0 | 18 | 0 |
| Jul 2020 | $2.8B | $2.8B | $0 | 18 | 0 |
| Jul 2020 | $2.8B | $2.8B | $0 | 18 | 0 |
| Mar 2020 | $2.8B | $2.8B | $0 | 18 | 0 |
| Mar 2019 | $2.2B | $2.2B | $0 | 16 | 0 |
| Jun 2018 | $2.3B | $2.3B | $0 | 14 | 0 |
| Mar 2018 | $2.3B | $2.3B | $0 | 17 | 0 |
| Mar 2017 | $1.9B | $1.9B | $0 | 17 | 26 |
| Mar 2016 | $1.8B | $1.8B | $0 | 18 | 26 |
| Mar 2015 | $1.9B | $1.9B | $970.9K | 18 | 26 |
| Sep 2014 | $1.7B | $1.7B | $940.2K | 16 | 26 |
| Mar 2014 | $1.7B | $1.7B | $940.2K | 16 | 26 |
| Jul 2013 | $1.1B | $1.1B | $701.6K | 13 | 26 |
| Mar 2013 | $1.1B | $1.1B | $701.6K | 13 | 26 |
| Nov 2012 | $899.1M | $898.4M | $714.6K | 11 | 26 |
| Mar 2012 | $899.1M | $898.4M | $714.6K | 6 | 26 |
| Mar 2010 | $605.6M | $604.9M | $645.4K | 10 | -- |
| Sep 2009 | $464.4M | $463.9M | $515.7K | 10 | -- |
| Feb 2009 | $464.4M | $463.9M | $515.7K | 10 | -- |
| Mar 2008 | $706.3M | $705.6M | $721.3K | -- | -- |
| Mar 2007 | $649.6M | $648.8M | $782.2K | 10 | -- |
| Mar 2006 | $620.3M | $619.6M | $665.8K | 10 | -- |
| Mar 2002 | $357.6M | $305.1M | $52.6M | 10 | -- |
DateMay 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees20
Clients0
DateMar 2025
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees20
Clients0
DateMar 2024
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees20
Clients0
DateMar 2023
Total AUM$2.9B
Discretionary$2.9B
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$0
Employees20
Clients0
DateMar 2021
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees20
Clients0
DateJul 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees18
Clients0
DateJul 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees18
Clients0
DateJul 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees18
Clients0
DateMar 2019
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$0
Employees16
Clients0
DateJun 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees14
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees17
Clients0
DateMar 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees17
Clients26
DateMar 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees18
Clients26
DateMar 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$970.9K
Employees18
Clients26
DateSep 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$940.2K
Employees16
Clients26
DateMar 2014
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$940.2K
Employees16
Clients26
DateJul 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$701.6K
Employees13
Clients26
DateMar 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$701.6K
Employees13
Clients26
DateNov 2012
Total AUM$899.1M
Discretionary$898.4M
Non-Disc.$714.6K
Employees11
Clients26
DateMar 2012
Total AUM$899.1M
Discretionary$898.4M
Non-Disc.$714.6K
Employees6
Clients26
DateMar 2010
Total AUM$605.6M
Discretionary$604.9M
Non-Disc.$645.4K
Employees10
Clients--
DateSep 2009
Total AUM$464.4M
Discretionary$463.9M
Non-Disc.$515.7K
Employees10
Clients--
DateFeb 2009
Total AUM$464.4M
Discretionary$463.9M
Non-Disc.$515.7K
Employees10
Clients--
DateMar 2008
Total AUM$706.3M
Discretionary$705.6M
Non-Disc.$721.3K
Employees--
Clients--
DateMar 2007
Total AUM$649.6M
Discretionary$648.8M
Non-Disc.$782.2K
Employees10
Clients--
DateMar 2006
Total AUM$620.3M
Discretionary$619.6M
Non-Disc.$665.8K
Employees10
Clients--
DateMar 2002
Total AUM$357.6M
Discretionary$305.1M
Non-Disc.$52.6M
Employees10
Clients--