Lee Ainslie - Maverick Capital
Holding/activity history for The Charles Schwab Corp. (SCHW)
← All SCHW superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 0 | 0.00 | Sell 100.00% | 1.34 | $83.96–100.76 · VW $90.69i | SEC | |
| 2025 Q4 | 1,253,090 | 1.34 | Add 44.02% | 0.41 | $91.28–107.50 · VW $97.99i | $125,196,222 | SEC |
| 2025 Q3 | 870,072 | 1.11 | Buy | 1.11 | $89.35–98.50 · VW $93.53i | $83,065,774 | SEC |
| 2025 Q2 | 0 | 0.00 | Sell 100.00% | 2.01 | $85.76–99.59 · VW $93.73i | SEC | |
| 2025 Q1 | 1,425,125 | 2.01 | Buy | 2.01 | $65.88–89.85 · VW $81.36i | $111,558,785 | SEC |
| 2024 Q2 | 0 | 0.00 | Sell 100.00% | 1.72 | $61.01–76.70 · VW $67.60i | SEC | |
| 2024 Q1 | 1,273,057 | 1.72 | Add 31.21% | 0.41 | $65.70–79.49 · VW $72.82i | $92,092,943 | SEC |
| 2023 Q4 | 970,217 | 1.33 | Add 48.87% | 0.44 | $59.67–71.40 · VW $65.95i | $66,750,930 | SEC |
| 2023 Q3 | 651,706 | 0.80 | Buy | 0.80 | $48.66–61.80 · VW $57.26i | $35,778,659 | SEC |
| 2021 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | $65.73–76.37 · VW $71.65i | SEC | |
| 2021 Q1 | 15,360 | <0.01 | Buy | <0.01 | $62.33–74.31 · VW $70.16i | $1,001,000 | SEC |
| 2020 Q3 | 0 | 0.00 | Sell 100.00% | 0.10 | $33.79–50.15 · VW $44.24i | SEC | |
| 2020 Q2 | 134,330 | 0.10 | Add 114.92% | 0.05 | $31.63–45.86 · VW $37.67i | $4,532,000 | SEC |
| 2020 Q1 | 62,502 | 0.04 | Buy | 0.04 | $28.00–42.05 · VW $35.32i | $2,101,000 | SEC |
| 2019 Q2 | 0 | 0.00 | Sell 100.00% | 1.36 | $35.85–44.55 · VW $39.56i | SEC | |
| 2019 Q1 | 2,324,830 | 1.36 | Reduce 69.50% | 3.30 | $41.45–47.10 · VW $43.39i | $99,410,000 | SEC |
| 2018 Q4 | 7,623,133 | 4.75 | Add 52.82% | 1.64 | $37.83–48.23 · VW $44.02i | $316,589,000 | SEC |
| 2018 Q3 | 4,988,172 | 3.16 | Add 19.69% | 0.52 | $42.01–52.70 · VW $46.50i | $245,169,000 | SEC |
| 2018 Q2 | 4,167,695 | 2.58 | Add 22.28% | 0.47 | $49.32–58.25 · VW $52.79i | $212,969,000 | SEC |
| 2018 Q1 | 3,408,259 | 2.40 | Add 8.19% | 0.18 | $49.74–60.22 · VW $55.19i | $177,979,000 | SEC |
| 2017 Q4 | 3,150,359 | 2.16 | Buy | 2.16 | $48.00–56.25 · VW $52.42i | $161,834,000 | SEC |
Price snapshot:
Current price$102.38
52-week low$83.96
52-week high$106.76