SCHW SCHWAB CHARLES CORP NEW

Ownership history in HARRIS ASSOCIATES L P  ·  34 quarters on record

AI Ownership Summary

HARRIS ASSOCIATES L P reported SCHWAB CHARLES CORP NEW (SCHW) in 34 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.63% in 2025 Q1. The latest visible filing shows SCHW at 2.78% 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 HARRIS ASSOCIATES L P'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 2.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.63% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 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 HARRIS ASSOCIATES L P 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 22,031,493 +795,875 +3.7% 2.78% $2.20B 2026-02-14 (Est.) $93.72
2025 Q3 REDUCED 21,235,618 -1,734,055 -7.5% 3.25% $2.03B 2025-11-14 $94.07
2025 Q2 REDUCED 22,969,673 -4,642,770 -16.8% 3.41% $2.10B 2025-08-14 $97.17
2025 Q1 REDUCED 27,612,443 -76,922 -0.3% 3.63% $2.16B 2025-05-15 $87.32
2024 Q4 REDUCED 27,689,365 -538,432 -1.9% 2.70% $2.05B 2025-02-14 $79.36
2024 Q3 ADDED 28,227,797 +5,302,736 +23.1% 2.39% $1.83B 2024-11-14 $78.95
2024 Q2 ADDED 22,925,061 +151,411 +0.7% 2.86% $1.69B 2024-08-14 $64.13
2024 Q1 ADDED 22,773,650 +3,697,844 +19.4% 2.66% $1.65B 2024-05-15 $76.89
2023 Q4 ADDED 19,075,806 +376,634 +2.0% 2.26% $1.31B 2024-02-14 $61.40
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HARRIS ASSOCIATES L P and SCHW

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

How long has HARRIS ASSOCIATES L P reported owning SCHW?

HARRIS ASSOCIATES L P reported SCHW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SCHW position in HARRIS ASSOCIATES L P's portfolio?

The largest reported portfolio weight for SCHW was 3.63% in 2025 Q1.

What is the latest reported SCHW position on this page?

The most recent filing on this page is 2025 Q4, when HARRIS ASSOCIATES L P reported 22,031,493 shares, equal to 2.78% of portfolio, with an estimated market value of $2.20B.

What does the chart on this SCHW ownership page compare?

The chart compares HARRIS ASSOCIATES L P'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.

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