Philippe Laffont’s Charles Schwab SCHW Stock Holding History

Philippe Laffont’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
2025 Q1	–	Sell	-4,510,020	Closed	-$334M	–	87
2024 Q4	$334M	Buy	+4,510,020	New	+$337M	1.12%	29
2020 Q1	–	Sell	-191,799	Closed	-$9.12M	–	354
2019 Q4	$9.12M	Buy	+191,799	New	+$8.45M	0.07%	45

Other funds holding SCHW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Philippe Laffont's SCHW Position: Q1 2025 in Review

Philippe Laffont sold out of Charles Schwab (SCHW) in Q1 2025, closing a stake of 4,510,020 shares — an estimated $334M sold.

Philippe Laffont first reported a position in SCHW in Q4 2019 and held it in 2 quarters. The position peaked at $334M in Q4 2024. 2,023 funds tracked by Wall St. Rank hold SCHW as of Q1 2025.

Philippe Laffont reported no remaining Charles Schwab position as of Q1 2025 after selling out during the quarter.
Philippe Laffont sold 4,510,020 Charles Schwab shares in Q1 2025, an estimated $334M.
Philippe Laffont first reported a position in Charles Schwab in Q4 2019 and held it in 2 quarters.
Philippe Laffont's Charles Schwab position peaked at $334M in Q4 2024.
2,023 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2025.

Based on Coatue Management's 13F filing for Q1 2025, filed 15 May 2025.