Viking Global Investors’s Charles Schwab SCHW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.44B Sell
15,773,225
-1,943,492
-11% -$177M 4.16% 2
2025
Q1
$1.39B Buy
17,716,717
+3,057,773
+21% +$239M 4.41% 2
2024
Q4
$1.08B Buy
14,658,944
+12,318,988
+526% +$912M 3.51% 5
2024
Q3
$152M Buy
+2,339,956
New +$152M 0.55% 48
2017
Q2
Sell
-10,580,054
Closed -$432M 71
2017
Q1
$432M Buy
10,580,054
+2,522,478
+31% +$103M 1.91% 16
2016
Q4
$318M Buy
+8,057,576
New +$318M 1.45% 22