Findlay Park Partners’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $117M | Sell |
1,243,069
-498,400
| -29% | -$48.9M | 1.63% | 30 |
|
|
2025
Q4 | $174M | Sell |
1,741,469
-353,800
| -17% | -$33.6M | 2.22% | 19 |
|
|
2025
Q3 | $200M | Sell |
2,095,269
-631,100
| -23% | -$59.9M | 2.1% | 17 |
|
|
2025
Q2 | $249M | Sell |
2,726,369
-666,800
| -20% | -$55.8M | 2.57% | 11 |
|
|
2025
Q1 | $266M | Buy |
3,393,169
+45,400
| +1% | +$3.56M | 2.73% | 9 |
|
|
2024
Q4 | $248M | Buy |
3,347,769
+531,281
| +19% | +$39.8M | 2.46% | 11 |
|
|
2024
Q3 | $183M | Sell |
2,816,488
-29,900
| -1% | -$1.96M | 1.72% | 30 |
|
|
2024
Q2 | $210M | Sell |
2,846,388
-22,100
| -0.8% | -$1.63M | 1.98% | 27 |
|
|
2024
Q1 | $208M | Sell |
2,868,488
-50,900
| -2% | -$3.35M | 1.9% | 25 |
|
|
2023
Q4 | $201M | Buy |
2,919,388
+579,956
| +25% | +$33.5M | 1.97% | 20 |
|
|
2023
Q3 | $128M | Sell |
2,339,432
-22,048
| -0.9% | -$1.33M | 1.38% | 35 |
|
|
2023
Q2 | $134M | Buy |
2,361,480
+273,458
| +13% | +$14.3M | 1.37% | 36 |
|
|
2023
Q1 | $109M | Buy |
2,088,022
+466,908
| +29% | +$34.2M | 1.15% | 41 |
|
|
2022
Q4 | $135M | Buy |
+1,621,114
| New | +$126M | 1.47% | 33 |
|
|
2021
Q1 | – | Sell |
-3,721,271
| Closed | -$197M | – | 53 |
|
|
2020
Q4 | $197M | Sell |
3,721,271
-1,010,531
| -21% | -$45.7M | 1.37% | 26 |
|
|
2020
Q3 | $171M | Sell |
4,731,802
-1,064,167
| -18% | -$37M | 1.19% | 28 |
|
|
2020
Q2 | $196M | Hold |
5,795,969
| – | – | 1.53% | 24 |
|
|
2020
Q1 | $195M | Buy |
5,795,969
+1,147,174
| +25% | +$48.1M | 1.87% | 19 |
|
|
2019
Q4 | $221M | Buy |
4,648,795
+752,546
| +19% | +$33.2M | 1.73% | 22 |
|
|
2019
Q3 | $163M | Buy |
3,896,249
+822,350
| +27% | +$33.2M | 1.43% | 29 |
|
|
2019
Q2 | $124M | Sell |
3,073,899
-1,847,083
| -38% | -$80.5M | 1.1% | 33 |
|
|
2019
Q1 | $210M | Sell |
4,920,982
-663,800
| -12% | -$30M | 1.93% | 24 |
|
|
2018
Q4 | $232M | Buy |
5,584,782
+2,775,694
| +99% | +$126M | 2.2% | 21 |
|
|
2018
Q3 | $138M | Buy |
2,809,088
+515,702
| +22% | +$26.3M | 1.23% | 31 |
|
|
2018
Q2 | $117M | Hold |
2,293,386
| – | – | 1.12% | 32 |
|
|
2018
Q1 | $120M | Sell |
2,293,386
-3,455,888
| -60% | -$185M | 1.19% | 31 |
|
|
2017
Q4 | $295M | Sell |
5,749,274
-861,705
| -13% | -$40.5M | 2.81% | 12 |
|
|
2017
Q3 | $289M | Buy |
6,610,979
+752,765
| +13% | +$31.3M | 2.86% | 13 |
|
|
2017
Q2 | $252M | Buy |
5,858,214
+500,000
| +9% | +$20M | 2.57% | 16 |
|
|
2017
Q1 | $219M | Buy |
+5,358,214
| New | +$221M | 2.32% | 18 |
|
|
2015
Q1 | – | Sell |
-1,195,000
| Closed | -$36.1M | – | 110 |
|
|
2014
Q4 | $36.1M | Buy |
1,195,000
+825,000
| +223% | +$23.4M | 0.39% | 83 |
|
|
2014
Q3 | $10.9M | Sell |
370,000
-949,790
| -72% | -$26.9M | 0.12% | 99 |
|
|
2014
Q2 | $35.5M | Buy |
+1,319,790
| New | +$34.6M | 0.37% | 87 |
|
Other funds holding SCHW
VCM
VPM
Findlay Park Partners's SCHW Position: Q1 2026 in Review
Findlay Park Partners reduced its Charles Schwab (SCHW) stake by 29% in Q1 2026, selling an estimated $48.9M and leaving 1,243,069 shares worth $117M. The position accounts for 1.63% of the portfolio, ranked #30.
Findlay Park Partners first reported a position in SCHW in Q2 2014 and has held it in 33 quarters since. The position peaked at $295M in Q4 2017. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.
- Findlay Park Partners held 1,243,069 shares of Charles Schwab worth $117M as of Q1 2026.
- Findlay Park Partners sold 498,400 Charles Schwab shares in Q1 2026, an estimated $48.9M.
- Charles Schwab made up 1.63% of Findlay Park Partners's portfolio in Q1 2026, its #30 holding.
- Findlay Park Partners first reported a position in Charles Schwab in Q2 2014 and has held it in 33 quarters since.
- Findlay Park Partners's Charles Schwab position peaked at $295M in Q4 2017.
- 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.
Based on Findlay Park Partners's 13F filing for Q1 2026, filed 13 May 2026.