SCHW — SCHWAB CHARLES CORP NEW

Ownership history in Courant Investment Management LLC  ·  37 quarters on record

This page tracks every 13F SEC filing in which Courant Investment Management LLC reported a position in SCHWAB CHARLES CORP NEW (SCHW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
17.29% (2020 Q4)
Avg. % of fund
11.0%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
37
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 183,499 -15,000 -7.6% 16.58% $18.3M $99.57
2025 Q3 UNCHANGED 198,499 — 0% 14.98% $19.0M $94.88
2025 Q2 UNCHANGED 198,499 — 0% 14.66% $18.1M $90.42
2025 Q1 UNCHANGED 198,499 — 0% 13.02% $15.5M $77.33
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHW price (monthly, adj. close)

Other funds also holding SCHW

As of 2025 Q4 — sorted by position size

RPTC Inc. 3Y 7Y 59.08% Crown Oak Advisors, LLC 21.78% Mount Capital Ltd 3Y 21.17% Avantyr Capital Partners, LP 10.63% North Peak Capital Management, LLC 3Y 7Y 10.48% TIMUCUAN ASSET MANAGEMENT INC/FL 3Y 7Y 9.81% PARK PRESIDIO CAPITAL LLC 3Y 7Y 8.89% Ruane, Cunniff & Goldfarb L.P. 3Y 7Y 8.73% Lakehouse Capital Pty Ltd 3Y 8.06% Route One Investment Company, L.P. 3Y 7Y 6.82%
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