Daniel Loeb’s Charles Schwab SCHW Stock Holding History

Daniel Loeb’s Portfolio SCHW Stock Details SCHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,000,000	Closed	-$47.6M	–	39
2019 Q4	$47.6M	Buy	+1,000,000	New	+$44.1M	0.55%	26

Other funds holding SCHW

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Daniel Loeb's SCHW Position: Q1 2020 in Review

Daniel Loeb sold out of Charles Schwab (SCHW) in Q1 2020, closing a stake of 1,000,000 shares — an estimated $47.6M sold.

Daniel Loeb first reported a position in SCHW in Q4 2019 and held it in 1 quarter. The position peaked at $47.6M in Q4 2019. 1,072 funds tracked by Wall St. Rank hold SCHW as of Q1 2020.

Daniel Loeb reported no remaining Charles Schwab position as of Q1 2020 after selling out during the quarter.
Daniel Loeb sold 1,000,000 Charles Schwab shares in Q1 2020, an estimated $47.6M.
Daniel Loeb first reported a position in Charles Schwab in Q4 2019 and held it in 1 quarter.
Daniel Loeb's Charles Schwab position peaked at $47.6M in Q4 2019.
1,072 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2020.

Based on Third Point's 13F filing for Q1 2020, filed 15 May 2020.