Riverpark Capital Management’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.46M | Sell |
14,577
-1,288
| -8% | -$122K | 2.82% | 13 |
|
|
2025
Q3 | $1.51M | Sell |
15,865
-2,812
| -15% | -$267K | 2.74% | 13 |
|
|
2025
Q2 | $1.7M | Sell |
18,677
-1,146
| -6% | -$96K | 2.76% | 12 |
|
|
2025
Q1 | $1.55M | Sell |
19,823
-396
| -2% | -$31.1K | 2.85% | 11 |
|
|
2024
Q4 | $1.5M | Sell |
20,219
-1,257
| -6% | -$94.1K | 2.62% | 16 |
|
|
2024
Q3 | $1.39M | Sell |
21,476
-5,259
| -20% | -$345K | 2.53% | 19 |
|
|
2024
Q2 | $1.97M | Sell |
26,735
-3,456
| -11% | -$255K | 2.61% | 18 |
|
|
2024
Q1 | $2.18M | Hold |
30,191
| – | – | 3% | 12 |
|
|
2023
Q4 | $2.08M | Buy |
30,191
+2,361
| +8% | +$136K | 3.17% | 12 |
|
|
2023
Q3 | $1.53M | Hold |
27,830
| – | – | 2.77% | 16 |
|
|
2023
Q2 | $1.58M | Hold |
27,830
| – | – | 2.79% | 14 |
|
|
2023
Q1 | $1.46M | Hold |
27,830
| – | – | 2.93% | 15 |
|
|
2022
Q4 | $2.32M | Sell |
27,830
-55,842
| -67% | -$4.33M | 5.36% | 1 |
|
|
2022
Q3 | $6.01M | Sell |
83,672
-1,632
| -2% | -$113K | 5.42% | 1 |
|
|
2022
Q2 | $5.39M | Sell |
85,304
-9,152
| -10% | -$631K | 4.48% | 5 |
|
|
2022
Q1 | $7.96M | Sell |
94,456
-20,598
| -18% | -$1.81M | 4.43% | 5 |
|
|
2021
Q4 | $9.68M | Sell |
115,054
-1,653
| -1% | -$134K | 3.49% | 9 |
|
|
2021
Q3 | $8.5M | Buy |
116,707
+15,290
| +15% | +$1.09M | 3% | 10 |
|
|
2021
Q2 | $7.38M | Hold |
101,417
| – | – | 2.94% | 11 |
|
|
2021
Q1 | $6.61M | Buy |
+101,417
| New | +$6.15M | 2.96% | 10 |
|
|
2019
Q3 | – | Sell |
-161,091
| Closed | -$6.47M | – | 63 |
|
|
2019
Q2 | $6.47M | Sell |
161,091
-64,278
| -29% | -$2.8M | 1.38% | 38 |
|
|
2019
Q1 | $9.64M | Sell |
225,369
-54,549
| -19% | -$2.46M | 2.2% | 20 |
|
|
2018
Q4 | $11.6M | Sell |
279,918
-111,618
| -29% | -$5.05M | 2.67% | 15 |
|
|
2018
Q3 | $19.2M | Buy |
391,536
+24,530
| +7% | +$1.25M | 3.71% | 8 |
|
|
2018
Q2 | $18.8M | Sell |
367,006
-125,862
| -26% | -$6.97M | 3.74% | 7 |
|
|
2018
Q1 | $25.7M | Sell |
492,868
-50,325
| -9% | -$2.7M | 4.01% | 3 |
|
|
2017
Q4 | $27.9M | Sell |
543,193
-94,795
| -15% | -$4.45M | 4.01% | 4 |
|
|
2017
Q3 | $27.9M | Sell |
637,988
-109,873
| -15% | -$4.56M | 3.63% | 4 |
|
|
2017
Q2 | $32.1M | Buy |
747,861
+97,344
| +15% | +$3.9M | 3.7% | 6 |
|
|
2017
Q1 | $26.5M | Buy |
650,517
+569,556
| +703% | +$23.5M | 3.72% | 9 |
|
|
2016
Q4 | $3.2M | Sell |
80,961
-373,064
| -82% | -$13.3M | 3.91% | 5 |
|
|
2016
Q3 | $14.3M | Buy |
454,025
+221,343
| +95% | +$6.49M | 3.34% | 11 |
|
|
2016
Q2 | $5.89M | Buy |
232,682
+37,770
| +19% | +$1.07M | 2.86% | 15 |
|
|
2016
Q1 | $5.46M | Buy |
194,912
+35,531
| +22% | +$938K | 3.15% | 13 |
|
|
2015
Q4 | $5.25M | Sell |
159,381
-4,634
| -3% | -$147K | 3.42% | 12 |
|
|
2015
Q3 | $4.68M | Buy |
164,015
+1,150
| +0.7% | +$36.9K | 3.28% | 10 |
|
|
2015
Q2 | $5.32M | Hold |
162,865
| – | – | 3.27% | 11 |
|
|
2015
Q1 | $4.96M | Buy |
162,865
+4,000
| +3% | +$116K | 3.09% | 14 |
|
|
2014
Q4 | $4.8M | Buy |
158,865
+36,822
| +30% | +$1.05M | 3.05% | 12 |
|
|
2014
Q3 | $3.59M | Hold |
122,043
| – | – | 2.42% | 21 |
|
|
2014
Q2 | $3.29M | Buy |
+122,043
| New | +$3.2M | 2.14% | 24 |
|
Other funds holding SCHW
Riverpark Capital Management's SCHW Position: Q4 2025 in Review
Riverpark Capital Management reduced its Charles Schwab (SCHW) stake by 8.1% in Q4 2025, selling an estimated $122K and leaving 14,577 shares worth $1.46M. The position accounts for 2.82% of the portfolio, ranked #13.
Riverpark Capital Management first reported a position in SCHW in Q2 2014 and has held it in 41 quarters since. The position peaked at $32.1M in Q2 2017. 2,317 funds tracked by Wall St. Rank hold SCHW as of Q4 2025.
- Riverpark Capital Management held 14,577 shares of Charles Schwab worth $1.46M as of Q4 2025.
- Riverpark Capital Management sold 1,288 Charles Schwab shares in Q4 2025, an estimated $122K.
- Charles Schwab made up 2.82% of Riverpark Capital Management's portfolio in Q4 2025, its #13 holding.
- Riverpark Capital Management first reported a position in Charles Schwab in Q2 2014 and has held it in 41 quarters since.
- Riverpark Capital Management's Charles Schwab position peaked at $32.1M in Q2 2017.
- 2,317 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2025.
Based on Riverpark Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.