SCHW SCHWAB CHARLES CORP

Ownership history in North Peak Capital Management, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which North Peak Capital Management, LLC 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
18.21% (2024 Q4)
Avg. % of fund
15.3%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,234,682 -359,814 -22.6% 10.48% $123.4M $99.57
2025 Q3 REDUCED 1,594,496 -501,124 -23.9% 13.34% $152.2M $94.88
2025 Q2 REDUCED 2,095,620 -13,149 -0.6% 15.01% $191.2M $90.42
2025 Q1 ADDED 2,108,769 +250,873 +13.5% 16.57% $165.1M $77.33
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SCHW price (monthly, adj. close)
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