https://holdlens.com/ticker/SCHW Every 13F move on SCHW (Charles Schwab) by the 30 tracked portfolio managers — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing wave. Not investment advice. en-us Thu, 16 Apr 2026 17:06:34 GMT https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q4-joel-greenblatt-trim-0 Joel Greenblatt (Gotham Asset Management) trimmed SCHW in Q4 2025 · 0.1% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q4-andreas-halvorsen-trim-1 Andreas Halvorsen (Viking Global Investors) trimmed SCHW in Q4 2025 · 3.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q4-glenn-greenberg-add-2 Glenn Greenberg (Brave Warrior Advisors) added SCHW in Q4 2025 · 19.6% of portfolio. Concentrating further on top conviction. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (Glenn Greenberg) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q4-john-armitage-new-3 John Armitage (Egerton Capital) new position SCHW in Q4 2025 · 4.7% of portfolio. New Schwab position. Sat, 14 Feb 2026 00:00:00 GMT new noreply@holdlens.com (John Armitage) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q3-joel-greenblatt-add-4 Joel Greenblatt (Gotham Asset Management) added SCHW in Q3 2025 · 0.2% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q3-glenn-greenberg-add-5 Glenn Greenberg (Brave Warrior Advisors) added SCHW in Q3 2025 · 17.8% of portfolio. Top conviction add. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Glenn Greenberg) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q3-bill-nygren-trim-6 Bill Nygren (Oakmark Funds) trimmed SCHW in Q3 2025 · 3.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q2-francois-rochon-add-7 François Rochon (Giverny Capital) added SCHW in Q2 2025 · 4.9% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (François Rochon) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q2-bill-nygren-trim-8 Bill Nygren (Oakmark Funds) trimmed SCHW in Q2 2025 · 3.4% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q2-andreas-halvorsen-trim-9 Andreas Halvorsen (Viking Global Investors) trimmed SCHW in Q2 2025 · 4.2% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q2-joel-greenblatt-add-10 Joel Greenblatt (Gotham Asset Management) added SCHW in Q2 2025 · 0.2% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q2-glenn-greenberg-add-11 Glenn Greenberg (Brave Warrior Advisors) added SCHW in Q2 2025 · 16.9% of portfolio. Starting the big Schwab build. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Glenn Greenberg) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q1-joel-greenblatt-add-12 Joel Greenblatt (Gotham Asset Management) added SCHW in Q1 2025 · 0.2% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q1-andreas-halvorsen-add-13 Andreas Halvorsen (Viking Global Investors) added SCHW in Q1 2025 · 4.4% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2025-Q1-glenn-greenberg-add-14 Glenn Greenberg (Brave Warrior Advisors) added SCHW in Q1 2025 · 16.3% of portfolio. Pre-building Schwab. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Glenn Greenberg) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2024-Q4-andreas-halvorsen-add-15 Andreas Halvorsen (Viking Global Investors) added SCHW in Q4 2024 · 3.5% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT add noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2024-Q4-joel-greenblatt-add-16 Joel Greenblatt (Gotham Asset Management) added SCHW in Q4 2024 · 0.0% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT add noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2024-Q3-andreas-halvorsen-new-17 Andreas Halvorsen (Viking Global Investors) new position SCHW in Q3 2024 · 0.6% of portfolio. Thu, 14 Nov 2024 00:00:00 GMT new noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2024-Q3-joel-greenblatt-trim-18 Joel Greenblatt (Gotham Asset Management) trimmed SCHW in Q3 2024 · 0.0% of portfolio. Thu, 14 Nov 2024 00:00:00 GMT trim noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2024-Q3-bill-nygren-add-19 Bill Nygren (Oakmark Funds) added SCHW in Q3 2024 · 2.4% of portfolio. Thu, 14 Nov 2024 00:00:00 GMT add noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2024-Q3-francois-rochon-add-20 François Rochon (Giverny Capital) added SCHW in Q3 2024 · 2.3% of portfolio. Thu, 14 Nov 2024 00:00:00 GMT add noreply@holdlens.com (François Rochon) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2024-Q2-tom-slater-exit-21 Tom Slater (Baillie Gifford (Long Term Global Growth)) exited SCHW in Q2 2024 · 0.0% of portfolio. Wed, 14 Aug 2024 00:00:00 GMT exit noreply@holdlens.com (Tom Slater) https://holdlens.com/signal/SCHW https://holdlens.com/ticker/SCHW#2024-Q2-joel-greenblatt-trim-22 Joel Greenblatt (Gotham Asset Management) trimmed SCHW in Q2 2024 · 0.0% of portfolio. Wed, 14 Aug 2024 00:00:00 GMT trim noreply@holdlens.com (Joel Greenblatt)