MC
Maverick Capital’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,425,125
| Closed | -$112M | – | 294 |
|
|
2025
Q1 | $112M | Buy |
+1,425,125
| New | +$112M | 1.97% | 16 |
|
|
2024
Q2 | – | Sell |
-1,273,057
| Closed | -$92.1M | – | 441 |
|
|
2024
Q1 | $92.1M | Buy |
1,273,057
+302,840
| +31% | +$21.9M | 1.73% | 17 |
|
|
2023
Q4 | $66.8M | Buy |
970,217
+318,511
| +49% | +$21.9M | 1.34% | 24 |
|
|
2023
Q3 | $35.8M | Buy |
+651,706
| New | +$35.8M | 0.81% | 32 |
|
|
2021
Q2 | – | Sell |
-15,360
| Closed | -$1M | – | 823 |
|
|
2021
Q1 | $1M | Buy |
+15,360
| New | +$1M | 0.01% | 245 |
|
|
2020
Q3 | – | Sell |
-134,330
| Closed | -$4.53M | – | 687 |
|
|
2020
Q2 | $4.53M | Buy |
134,330
+71,828
| +115% | +$2.42M | 0.1% | 62 |
|
|
2020
Q1 | $2.1M | Buy |
+62,502
| New | +$2.1M | 0.04% | 176 |
|
|
2019
Q2 | – | Sell |
-2,324,830
| Closed | -$99.4M | – | 337 |
|
|
2019
Q1 | $99.4M | Sell |
2,324,830
-5,298,303
| -70% | -$227M | 1.32% | 25 |
|
|
2018
Q4 | $317M | Buy |
7,623,133
+2,634,961
| +53% | +$109M | 4.65% | 2 |
|
|
2018
Q3 | $245M | Buy |
4,988,172
+820,477
| +20% | +$40.3M | 3.05% | 10 |
|
|
2018
Q2 | $213M | Buy |
4,167,695
+759,436
| +22% | +$38.8M | 2.49% | 15 |
|
|
2018
Q1 | $178M | Buy |
3,408,259
+257,900
| +8% | +$13.5M | 2.3% | 16 |
|
|
2017
Q4 | $162M | Buy |
+3,150,359
| New | +$162M | 2.04% | 17 |
|