GENERATION INVESTMENT MANAGEMENT LLP

Position in SCHW — Schwab Charles Corp

CIK 1375534 London, X0

Back to SCHW Full portfolio

Position in SCHW

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

Position Value

$257,853,207

-$526,212,198 QoQ

Shares Held

2,743,703

-65.0% QoQ

Ownership

0.158%

of shares outstanding

% of Portfolio

2.31%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 98.10635480589553.ToString("F0")% None 1.8936451941044639.ToString("F0")%

Common Shares in SCHW Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

GENERATION INVESTMENT MANAGEMENT LLP holds $257,853,207 across 1 Capital Markets name. SCHW ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SCHW	Schwab Charles Corp This page	2,743,703	$257,853,207

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	$257,853,207	2,743,703	-65.0%	Shares	Sole	2026-05-14
2025-12-31	$784,065,405	7,847,717	-26.8%	Shares	Sole	2026-02-12
2025-09-30	$1,024,042,056	10,726,323	-22.8%	Shares	Sole	2025-11-10
2025-06-30	$1,266,909,005	13,885,456	-3.1%	Shares	Sole	2025-08-07
2025-03-31	$1,121,561,318	14,327,559	+6.2%	Shares	Sole	2025-05-15
2024-12-31	$998,687,757	13,493,957	+10.8%	Shares	Sole	2025-02-14
2024-09-30	$789,370,634	12,179,766	+42.1%	Shares	Sole	2024-11-14
2024-06-30	$631,817,912	8,573,998	+1.0%	Shares	Sole	2024-08-13
2024-03-31	$613,942,273	8,486,899	+6.4%	Shares	Sole	2024-05-14
2023-12-31	$548,938,137	7,978,752	-13.6%	Shares	Sole	2024-02-14
2023-09-30	$507,116,021	9,237,086	-0.7%	Shares	Sole	2023-11-13
2023-06-30	$527,485,675	9,306,381	-20.1%	Shares	Sole	2023-08-11
2023-03-31	$610,265,394	11,650,733	-20.4%	Shares	Sole	2023-05-12
2022-12-31	$1,218,280,385	14,632,241	+0.8%	Shares	Sole	2023-02-13
2022-09-30	$1,042,986,064	14,512,120	+14.6%	Shares	Sole	2022-11-10
2022-06-30	$800,176,532	12,665,029	+10.0%	Shares	Sole	2022-08-12
2022-03-31	$971,071,451	11,517,868	-3.4%	Shares	Sole	2022-05-13
2021-12-31	$1,003,043,207	11,926,792	-7.6%	Shares	Sole	2022-02-11
2021-09-30	$940,469,653	12,911,445	-9.3%	Shares	Sole	2021-11-12
2021-06-30	$1,036,205,417	14,231,636	-19.4%	Shares	Sole	2021-08-16
2021-03-31	$1,150,886,519	17,657,050	-36.9%	Shares	Sole	2021-05-17
2020-12-31	$1,483,768,806	27,974,525	-6.1%	Shares	Sole	2021-02-16
2020-09-30	$1,079,321,517	29,790,823	+12.3%	Shares	Sole	2020-11-16
2020-06-30	$895,352,779	26,536,834	-18.1%	Shares	Sole	2020-08-14
2020-03-31	$1,089,109,948	32,394,704	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.