SCHW — SCHWAB CHARLES CORP

Ownership history in Mount Capital Ltd  ·  17 quarters on record

This page tracks every 13F SEC filing in which Mount Capital Ltd reported a position in SCHWAB CHARLES 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
21.17% (2025 Q4)
Avg. % of fund
12.0%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 524,478 -32,200 -5.8% 21.17% $52.4M $99.57
2025 Q3 UNCHANGED 556,678 — 0% 19.06% $53.1M $94.88
2025 Q2 UNCHANGED 556,678 — 0% 16.37% $50.8M $90.42
2025 Q1 UNCHANGED 556,678 — 0% 14.04% $43.6M $77.33
13 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% 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% Route One Investment Company, L.P. 3Y 7Y 6.82%
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