Viking Global Investors — SCHW Trade History
Quarter-by-quarter changes in the SCHWAB CHARLES CORP position · CUSIP 808513105
Currently held · 2 YearsFirst seen: 2016 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 10,638,869 | -4,026,085 | -27.5% | $981.6M | 2.80% |
| 2026 Q1 | 2026-05-15 | Add | 14,664,954 | 792,049 | +5.7% | $1.38B | 3.85% |
| 2025 Q4 | 2026-02-17 | Reduce | 13,872,905 | -2,710,196 | -16.3% | $1.39B | 3.68% |
| 2025 Q3 | 2025-11-14 | Add | 16,583,101 | 809,876 | +5.1% | $1.58B | 4.11% |
| 2025 Q2 | 2025-08-14 | Reduce | 15,773,225 | -1,943,492 | -11.0% | $1.44B | 4.16% |
| 2025 Q1 | 2025-05-15 | Add | 17,716,717 | 3,057,773 | +20.9% | $1.39B | 4.41% |
| 2024 Q4 | 2025-02-14 | Add | 14,658,944 | 12,318,988 | +526.5% | $1.08B | 3.51% |
| 2024 Q3 | 2024-11-14 | New | 2,339,956 | 2,339,956 | — | $151.7M | 0.55% |
| 2024 Q2 | 2024-08-14 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-15 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2021 Q3 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-05-16 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-07 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-13 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | Sold out | — | -10,580,054 | -100.0% | — | — |
| 2017 Q1 | 2017-05-15 | Add | 10,580,054 | 2,522,478 | +31.3% | $431.8M | 1.91% |
| 2016 Q4 | 2017-02-14 | New | 8,057,576 | 8,057,576 | — | $318.0M | 1.45% |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.