Coatue Management’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,510,020
Closed -$334M 87
2024
Q4
$334M Buy
+4,510,020
New +$334M 1.12% 29
2020
Q1
Sell
-191,799
Closed -$9.12M 354
2019
Q4
$9.12M Buy
+191,799
New +$9.12M 0.07% 45