Dynamic Technology Lab Private Ltd SCHW SCHWAB CHARLES CORP NEW

Ownership history in Dynamic Technology Lab Private Ltd  ·  23 quarters on record

AI Ownership Summary

Dynamic Technology Lab Private Ltd reported SCHWAB CHARLES CORP NEW (SCHW) in 23 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.41% in 2024 Q4. The latest visible filing shows SCHW at 0.35% 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 Dynamic Technology Lab Private Ltd's position in SCHWAB CHARLES CORP NEW, 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 0.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 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 Dynamic Technology Lab Private Ltd held SCHW — position size vs. price
% of Fund (quarterly)    SCHW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 15,320 +2,985 +24.2% 0.35% $1.5M 2026-02-14 (Est.) $93.72
2025 Q3 REDUCED 53.6% +6.4% 12,335 -14,275 -53.6% 0.20% $1.2M 2025-11-13 $94.77
2025 Q2 REDUCED 22.4% +6.5% 26,610 -7,661 -22.4% 0.33% $2.4M 2025-08-12 $98.08
2024 Q4 ADDED 34,271 +2,574 +8.1% 0.41% $2.5M 2025-02-13 $80.31
2024 Q1 ADDED 31,697 +27,619 +677.3% 0.24% $2.3M 2024-05-14 $75.32
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dynamic Technology Lab Private Ltd and SCHW

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

How long has Dynamic Technology Lab Private Ltd reported owning SCHW?

Dynamic Technology Lab Private Ltd reported SCHW across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported SCHW position in Dynamic Technology Lab Private Ltd's portfolio?

The largest reported portfolio weight for SCHW was 0.41% in 2024 Q4.

What is the latest reported SCHW position on this page?

The most recent filing on this page is 2025 Q4, when Dynamic Technology Lab Private Ltd reported 15,320 shares, equal to 0.35% of portfolio, with an estimated market value of $1.5M.

What does the chart on this SCHW ownership page compare?

The chart compares Dynamic Technology Lab Private Ltd'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.

How well did Dynamic Technology Lab Private Ltd time their SCHW position?

Based on 13F filing dates vs. subsequent SCHW price moves, Dynamic Technology Lab Private Ltd correctly timed 14 out of 22 reported position changes (64%). The annualised alpha on SCHW relative to SPY over the holding period was -4.0%.

← Back to Dynamic Technology Lab Private Ltd Holdings