Question 1

How many shares of SCHW does GENERATION INVESTMENT MANAGEMENT LLP own?

Accepted Answer

As of 2026-Q1, GENERATION INVESTMENT MANAGEMENT LLP holds 2.7M shares of SCHW (SCHWAB CHARLES CORP).

Question 2

What is GENERATION INVESTMENT MANAGEMENT LLP's SCHW position worth?

Accepted Answer

As of 2026-Q1, GENERATION INVESTMENT MANAGEMENT LLP's SCHW position is worth $257.9M.

Question 3

Is GENERATION INVESTMENT MANAGEMENT LLP buying or selling SCHW?

Accepted Answer

In 2026-Q1, GENERATION INVESTMENT MANAGEMENT LLP decreased their SCHW position (-65.0% change in shares).

Question 4

When did GENERATION INVESTMENT MANAGEMENT LLP first buy SCHW?

Accepted Answer

Based on available 13F filings, GENERATION INVESTMENT MANAGEMENT LLP first reported a position in SCHW in 2024-Q2. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	2.7M	-65.0%	$257.9M	2.3%	$95.24	0
2025-Q4	Decreased	7.8M	-26.8%	$784.1M	5.4%	$100.21	0
2025-Q3	Decreased	10.7M	-22.8%	$1B	6.8%	$96.29	0
2025-Q2	Decreased	13.9M	-3.1%	$1.3B	8.1%	$89.17	0
2025-Q1	Increased	14.3M	+6.2%	$1.1B	6.8%	$76.86	67
2024-Q4	Increased	13.5M	+10.8%	$998.7M	5.2%	$72.79	70
2024-Q3	Increased	12.2M	+42.0%	$789.4M	3.7%	$63.21	79
2024-Q2	Increased	8.6M	+1.0%	$631.8M	3.0%	$72.02	59