TIMUCUAN ASSET MANAGEMENT INC/FL

Position in SCHW — Schwab Charles Corp

CIK 1034541 JACKSONVILLE, FL

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Position in SCHW

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$277,145,798

-$25,038,291 QoQ

Shares Held

2,948,987

-2.5% QoQ

Ownership

0.170%

of shares outstanding

% of Portfolio

11.51%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

TIMUCUAN ASSET MANAGEMENT INC/FL holds $363,483,755 across 2 Capital Markets names. SCHW ranks #1 (76.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SCHW	Schwab Charles Corp This page	2,948,987	$277,145,798
2	MC	Moelis & Co	1,514,701	$86,337,957

All Filings in SCHW

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$277,145,798	2,948,987	-2.5%	Shares	Sole	2026-05-14
2025-12-31	$302,184,089	3,024,563	-3.4%	Shares	Sole	2026-02-13
2025-09-30	$299,001,347	3,131,888	-2.0%	Shares	Sole	2025-11-13
2025-06-30	$291,678,769	3,196,830	-2.3%	Shares	Sole	2025-08-13
2025-03-31	$256,141,397	3,272,118	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$242,752,281	3,279,993	+0.0%	Shares	Sole	2025-02-13
2024-09-30	$212,534,155	3,279,342	+1.1%	Shares	Sole	2024-11-13
2024-06-30	$239,086,320	3,244,488	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$234,547,982	3,242,300	+3.2%	Shares	Sole	2024-05-14
2023-12-31	$216,228,561	3,142,857	+37.4%	Shares	Sole	2024-02-13
2023-09-30	$125,539,006	2,286,685	-0.5%	Shares	Sole	2023-11-13
2023-06-30	$130,282,097	2,298,555	+6.8%	Shares	Sole	2023-08-11
2023-03-31	$112,767,121	2,152,866	+24.4%	Shares	Sole	2023-05-12
2022-12-31	$144,085,926	1,730,554	-0.7%	Shares	Sole	2023-02-10
2022-09-30	$125,237,930	1,742,562	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$110,283,533	1,745,545	+3.7%	Shares	Sole	2022-08-11
2022-03-31	$141,961,768	1,683,807	-8.4%	Shares	Sole	2022-05-12
2021-12-31	$154,640,893	1,838,774	+1.0%	Shares	Sole	2022-02-11
2021-09-30	$132,638,580	1,820,958	-1.1%	Shares	Sole	2021-11-10
2021-06-30	$134,005,785	1,840,486	-0.8%	Shares	Sole	2021-08-11
2021-03-31	$120,966,910	1,855,890	-0.7%	Shares	Sole	2021-05-12
2020-12-31	$99,101,474	1,868,429	+0.1%	Shares	Sole	2021-02-12
2020-09-30	$67,616,121	1,866,302	+8.8%	Shares	Sole	2020-11-12
2020-06-30	$57,902,057	1,716,125	+9.0%	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.