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

As of 2026-Q2, GENERATION INVESTMENT MANAGEMENT LLP holds 1.6M shares of SCHW (SCHWAB (CHARLES) CORP).

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

As of 2026-Q2, GENERATION INVESTMENT MANAGEMENT LLP's SCHW position is worth $148.7M.

Is GENERATION INVESTMENT MANAGEMENT LLP buying or selling SCHW?

In 2026-Q2, GENERATION INVESTMENT MANAGEMENT LLP decreased their SCHW position (-41.3% change in shares).

When did GENERATION INVESTMENT MANAGEMENT LLP first buy SCHW?

Based on available 13F filings, GENERATION INVESTMENT MANAGEMENT LLP first reported a position in SCHW in 2019-Q1. They have held the position across 30 quarters.

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GENERATION INVESTMENT MANAGEMENT LLP

SCHW
30 quarters

Position history for GENERATION INVESTMENT MANAGEMENT LLP's holdings in SCHWAB (CHARLES) CORP

Current Value

$148.7M

Current Shares

1.6M

Total Value Change

-$746M

Total Shares Change

-19.3M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.6M	-41.3%	$148.7M	1.4%	$92.00	0
2026-Q1	Decreased	2.7M	-65.0%	$257.9M	2.3%	$93.37	0
2025-Q4	Decreased	7.8M	-26.8%	$784.1M	5.4%	$98.93	0
2025-Q3	Decreased	10.7M	-22.8%	$1B	6.8%	$94.27	0
2025-Q2	Decreased	13.9M	-3.1%	$1.3B	8.1%	$89.84	0
2025-Q1	Increased	14.3M	+6.2%	$1.1B	6.8%	$76.83	67
2024-Q4	Increased	13.5M	+10.8%	$998.7M	5.2%	$72.40	70
2024-Q3	Increased	12.2M	+42.0%	$789.4M	3.7%	$63.18	79
2024-Q2	Increased	8.6M	+1.0%	$631.8M	3.0%	$71.55	59
2024-Q1	Increased	8.5M	+6.4%	$613.9M	2.8%	$70.01	59
2023-Q4	Decreased	8M	-13.6%	$548.9M	2.5%	$66.32	0
2023-Q3	Decreased	9.2M	-0.7%	$507.1M	2.7%	$52.68	0
2023-Q2	Decreased	9.3M	-20.1%	$527.5M	2.6%	$54.18	0
2023-Q1	Decreased	11.7M	-20.4%	$610.3M	3.2%	$49.80	0
2022-Q4	Increased	14.6M	+0.8%	$1.2B	7.0%	$78.92	63
2022-Q3	Increased	14.5M	+14.6%	$1B	6.2%	$67.94	72
2022-Q2	Increased	12.7M	+10.0%	$800.2M	4.4%	$59.53	65
2022-Q1	Decreased	11.5M	-3.4%	$971.1M	4.4%	$79.20	0
2021-Q4	Decreased	11.9M	-7.6%	$1B	4.1%	$78.84	0
2021-Q3	Decreased	12.9M	-9.3%	$940.5M	3.9%	$68.13	0
2021-Q2	Decreased	14.2M	-19.4%	$1B	4.3%	$67.94	0
2021-Q1	Decreased	17.7M	-36.9%	$1.2B	4.8%	$60.66	0
2020-Q4	Decreased	28M	-6.1%	$1.5B	6.6%	$49.20	0
2020-Q3	Increased	29.8M	+12.3%	$1.1B	5.7%	$33.48	71
2020-Q2	Decreased	26.5M	-18.1%	$895.4M	5.2%	$31.01	0
2020-Q1	Increased	32.4M	+8.9%	$1.1B	7.7%	$30.74	69
2019-Q4	Increased	29.7M	+9.8%	$1.4B	9.0%	$43.32	69
2019-Q3	Increased	27.1M	+29.6%	$1.1B	7.8%	$37.95	79
2019-Q2	Decreased	20.9M	-0.1%	$839.9M	5.8%	$36.30	0
2019-Q1	New	20.9M	-	$894.7M	6.5%	$38.47	99

Other major holders of SCHW: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, TORONTO DOMINION BANK

SCHW30 quarters

SCHW
30 quarters