SCHW — CHARLES SCHWAB CORP

Ownership history in Financial Avengers, Inc.  ·  21 quarters on record

This page tracks every 13F SEC filing in which Financial Avengers, Inc. reported a position in CHARLES SCHWAB CORP (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
11.13% (2022 Q4)
Avg. % of fund
7.17%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 149,182 — 0% 6.12% $14.2M $99.57
2025 Q3 REDUCED 149,182 -5,358 -3.5% 6.12% $14.2M $94.88
2025 Q2 REDUCED 154,540 -1,507 -1.0% 6.55% $14.1M $90.42
2025 Q1 REDUCED 156,047 -3,126 -2.0% 6.19% $12.2M $77.33
17 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% Courant Investment Management LLC 3Y 7Y 16.58% 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%
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