Question 1

Does Generation Investment Management own SCHW stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Generation Investment Management holds 1,611,555 shares of SCHW (Charles Schwab), worth $148.7M.

Question 2

How many shares of SCHW does Generation Investment Management own?

Accepted Answer

As of its Q2 2026 13F, Generation Investment Management holds 1,611,555 shares of SCHW (Charles Schwab).

Question 3

What is Generation Investment Management's SCHW position worth?

Accepted Answer

As of its Q2 2026 13F, Generation Investment Management's SCHW position is worth $148.7M.

Question 4

Is Generation Investment Management buying or selling SCHW?

Accepted Answer

In Q2 2026, Generation Investment Management reduced its SCHW position by 1,132,148 shares (-41.3%).

Question 5

When did Generation Investment Management first buy SCHW?

Accepted Answer

Generation Investment Management already held SCHW in its Q1 2019 13F, the earliest on record, and has listed it in 30 quarterly 13F filings.

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	First report	20.9M	-	$894.7M	6.5%	$38.47	0

SCHW30 quarters

SCHW
30 quarters