SCHW The Charles Schwab Corporation COMMON STOCK

Ownership history in VIKING GLOBAL INVESTORS LP  ·  11 quarters on record

This page tracks every 13F SEC filing in which VIKING GLOBAL INVESTORS LP reported a position in The Charles Schwab Corporation COMMON STOCK (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
4.41% (2025 Q1)
Avg. % of fund
2.59%
First filed
2007 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 13,872,905 -2,710,196 -16.3% 3.68% $1.39B $99.57
2025 Q3 ADDED 16,583,101 +809,876 +5.1% 4.11% $1.58B $94.88
2025 Q2 REDUCED 15,773,225 -1,943,492 -11.0% 4.16% $1.44B $90.42
2025 Q1 ADDED 17,716,717 +3,057,773 +20.9% 4.41% $1.39B $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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