Grantham, Mayo, Van Otterloo & Co (GMO)
SCHW

Grantham, Mayo, Van Otterloo & Co (GMO)’s Charles Schwab SCHW Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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
2026
Q1 		– Sell
-13,460
Closed -$1.34M – 717
2025
Q4 		$1.34M Hold
13,460
– – ﹤0.01% 463
2025
Q3 		$1.29M Sell
13,460
-383
-3% -$36.4K ﹤0.01% 433
2025
Q2 		$1.26M Sell
13,843
-1,762
-11% -$148K ﹤0.01% 422
2025
Q1 		$1.22M Buy
15,605
+1,082
+7% +$84.9K ﹤0.01% 422
2024
Q4 		$1.07M Sell
14,523
-3,776
-21% -$283K ﹤0.01% 452
2024
Q3 		$1.19M Buy
+18,299
New +$1.2M ﹤0.01% 421
2021
Q3 		– Sell
-850,439
Closed -$61.9M – 754
2021
Q2 		$61.9M Sell
850,439
-1,845,660
-68% -$131M 0.31% 66
2021
Q1 		$176M Sell
2,696,099
-469,211
-15% -$28.5M 0.96% 29
2020
Q4 		$168M Sell
3,165,310
-781,724
-20% -$35.4M 1.03% 31
2020
Q3 		$143M Buy
3,947,034
+1,168,675
+42% +$40.7M 1.02% 30
2020
Q2 		$93.7M Buy
2,778,359
+403,629
+17% +$14.5M 0.7% 37
2020
Q1 		$79.8M Buy
2,374,730
+1,663,310
+234% +$69.8M 0.67% 38
2019
Q4 		$33.8M Buy
+711,420
New +$31.4M 0.23% 73
2016
Q3 		– Sell
-67,447
Closed -$1.71M – 576
2016
Q2 		$1.71M Sell
67,447
-22,177,763
-100% -$630M 0.01% 381
2016
Q1 		$623M Buy
22,245,210
+11,883,145
+115% +$314M 2.33% 9
2015
Q4 		$341M Buy
10,362,065
+10,280,463
+12,598% +$325M 1.23% 22
2015
Q3 		$2.33M Sell
81,602
-178,498
-69% -$5.73M 0.01% 312
2015
Q2 		$8.49M Sell
260,100
-58,100
-18% -$1.84M 0.03% 209
2015
Q1 		$9.69M Buy
318,200
+21,600
+7% +$626K 0.03% 197
2014
Q4 		$8.95M Sell
296,600
-56,300
-16% -$1.6M 0.02% 198
2014
Q3 		$10.4M Buy
352,900
+122,700
+53% +$3.47M 0.03% 200
2014
Q2 		$6.2M Sell
230,200
-112,909
-33% -$2.96M 0.02% 234
2014
Q1 		$9.38M Sell
343,109
-131,200
-28% -$3.43M 0.02% 215
2013
Q4 		$12.3M Buy
474,309
+204,109
+76% +$4.87M 0.03% 192
2013
Q3 		$5.71M Sell
270,200
-14,800
-5% -$322K 0.02% 289
2013
Q2 		$6.05M Buy
+285,000
New +$5.27M 0.02% 269

Other funds holding SCHW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Grantham, Mayo, Van Otterloo & Co (GMO)'s SCHW Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) sold out of Charles Schwab (SCHW) in Q1 2026, closing a stake of 13,460 shares — an estimated $1.34M sold.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in SCHW in Q2 2013 and held it in 26 quarters. The position peaked at $623M in Q1 2016. 2,319 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) reported no remaining Charles Schwab position as of Q1 2026 after selling out during the quarter.
  • Grantham, Mayo, Van Otterloo & Co (GMO) sold 13,460 Charles Schwab shares in Q1 2026, an estimated $1.34M.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in Charles Schwab in Q2 2013 and held it in 26 quarters.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s Charles Schwab position peaked at $623M in Q1 2016.
  • 2,319 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.