TIMUCUAN ASSET MANAGEMENT INC/FL
Position in SCHW — Schwab Charles Corp
CIK 1034541
JACKSONVILLE, FL
Position in SCHW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$270,987,117
-$6,158,681 QoQ
Shares Held
2,936,893
-0.4% QoQ
Ownership
0.170%
of shares outstanding
% of Portfolio
11.38%
of 13F equity value
Holder Rank
#73
of 2,310 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TIMUCUAN ASSET MANAGEMENT INC/FL holds $369,335,227 across 2 Capital Markets names. SCHW ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
This page
|
2,936,893 | $270,987,117 | |
| 2 | MC |
Moelis & Co
|
1,503,334 | $98,348,110 |
All Filings in SCHW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,987,117 | 2,936,893 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $277,145,798 | 2,948,987 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $302,184,089 | 3,024,563 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $299,001,347 | 3,131,888 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $291,678,769 | 3,196,830 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $256,141,397 | 3,272,118 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $242,752,281 | 3,279,993 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $212,534,155 | 3,279,342 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $239,086,320 | 3,244,488 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $234,547,982 | 3,242,300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $216,228,561 | 3,142,857 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $125,539,006 | 2,286,685 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $130,282,097 | 2,298,555 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $112,767,121 | 2,152,866 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $144,085,926 | 1,730,554 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $125,237,930 | 1,742,562 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $110,283,533 | 1,745,545 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $141,961,768 | 1,683,807 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $154,640,893 | 1,838,774 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $132,638,580 | 1,820,958 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $134,005,785 | 1,840,486 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $120,966,910 | 1,855,890 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $99,101,474 | 1,868,429 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $67,616,121 | 1,866,302 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $57,902,057 | 1,716,125 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $52,929,277 | 1,574,339 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||