Position history for GENERATION INVESTMENT MANAGEMENT LLP's holdings in SCHWAB CHARLES CORP
GENERATION INVESTMENT MANAGEMENT LLP holds 2.7M shares of SCHW (SCHWAB CHARLES CORP), worth $257.9M as of 2026-Q1. The position was decreased (-65.0% shares). SCHW represents 2.3% of GENERATION INVESTMENT MANAGEMENT LLP's portfolio.
Current Value
$257.9M
Current Shares
2.7M
Total Value Change
-$374M
Total Shares Change
-5.8M
Other major holders of SCHW: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |