SCHW — SCHWAB CHARLES CORP COM

Ownership history in Quantbot Technologies LP  ·  29 quarters on record

This page tracks every 13F SEC filing in which Quantbot Technologies LP reported a position in SCHWAB CHARLES CORP COM (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
0.89% (2023 Q1)
Avg. % of fund
0.21%
First filed
2011 Q2
Last filed
2025 Q3
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 6,902 -67,811 -90.8% 0.02% $659K $94.88
2025 Q2 ADDED 74,713 +71,677 +2360.9% 0.17% $6.8M $90.42
2025 Q1 REDUCED 3,036 -172,128 -98.3% 0.01% $238K $77.33
2024 Q4 ADDED 175,164 +40,088 +29.7% 0.47% $13.0M $72.87
25 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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