John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  The Charles Schwab Corp. (SCHW)
← All SCHW superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 7.83 $45.00–78.18 · VW $58.62i SEC
2022   Q4 9,498,276 7.83 Reduce 18.49% 1.36 $73.57–86.63 · VW $79.37i $790,826,460 SEC
2022   Q3 11,652,564 7.36 Reduce 7.23% 0.44 $65.39–82.66 · VW $76.86i $837,470,000 SEC
2022   Q2 12,561,039 6.09 Add 5.87% 0.34 $59.35–77.41 · VW $69.24i $793,606,000 SEC
2022   Q1 11,865,031 5.97 Reduce 18.13% 1.14 $61.53–93.16 · VW $74.93i $1,000,341,000 SEC
2021   Q4 14,493,384 6.30 Add 1.61% 0.10 $76.46–96.24 · VW $85.72i $1,218,894,000 SEC
2021   Q3 14,264,290 5.42 Add 126.24% 3.02 $67.31–84.49 · VW $76.40i $1,039,011,000 SEC
2021   Q2 6,305,043 2.47 Buy 2.47 $65.73–76.37 · VW $71.65i $459,070,000 SEC
2018   Q4 0 0.00 Sell 100.00% 2.48 $37.83–48.23 · VW $44.02i SEC
2018   Q3 6,493,542 2.48 Reduce 39.15% 1.70 $42.01–52.70 · VW $46.50i $319,158,000 SEC
2018   Q2 10,671,657 4.34 Add 0.24% 0.01 $49.32–58.25 · VW $52.79i $545,322,000 SEC
2018   Q1 10,645,934 4.67 Add 2.80% 0.13 $49.74–60.22 · VW $55.19i $555,931,000 SEC
2017   Q4 10,356,441 4.81 Reduce 2.93% 0.12 $48.00–56.25 · VW $52.42i $532,010,000 SEC
2017   Q3 10,669,116 4.24 Reduce 0.49% 0.02 $38.06–49.54 · VW $45.46i $466,667,000 SEC
2017   Q2 10,721,871 4.72 Add 24.01% 0.91 $38.33–44.10 · VW $40.78i $460,612,000 SEC
2017   Q1 8,646,300 3.95 Reduce 13.59% 0.68 $37.16–43.65 · VW $39.85i $352,856,000 SEC
2016   Q4 10,006,516 5.02 Add 6.97% 0.33 $38.46–42.61 · VW $40.49i $394,957,000 SEC
2016   Q3 9,354,272 3.50 Reduce 4.25% 0.12 $29.86–39.35 · VW $35.96i $295,314,000 SEC
2016   Q2 9,769,177 2.78 Add 8.50% 0.22 $23.83–31.87 · VW $29.05i $247,258,000 SEC
2016   Q1 9,004,230 2.54 Reduce 5.21% 0.18 $25.27–31.07 · VW $28.97i $252,299,000 SEC
2015   Q4 9,499,587 3.44 Add 23.32% 0.65 $21.51–34.52 · VW $27.03i $312,821,000 SEC
2015   Q3 7,703,163 2.62 Add 259.25% 1.89 $26.40–34.17 · VW $31.43i $220,002,000 SEC
2015   Q2 2,144,224 0.95 Buy 0.95 $27.53–35.72 · VW $31.21i $70,009,000 SEC
Price snapshot:
Current price$102.38
52-week low$83.96
52-week high$106.76