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Route One Investment Company, L.P.

Position in SCHW — Schwab Charles Corp

CIK 1512171 San Francisco, CA

Position in SCHW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$202,061,427
+$43,964,230 QoQ
Shares Held
2,189,893
+30.2% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
8.36%
of 13F equity value
Holder Rank
#94
of 2,309 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, 2026

Route One Investment Company, L.P. holds $202,061,427 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
2,189,893 $202,061,427

All Filings in SCHW

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $202,061,427 2,189,893
2026-03-31 $158,097,197 1,682,243
2025-12-31 $183,668,849 1,838,343
2025-09-30 $214,253,105 2,244,193
2025-06-30 $229,499,895 2,515,343
2025-03-31 $264,112,258 3,373,943
2024-12-31 $242,304,521 3,273,943
2024-09-30 $240,629,354 3,712,843
2024-06-30 $164,781,377 2,236,143
2024-03-31 $181,185,874 2,504,643
2023-12-31 $192,581,038 2,799,143
2023-09-30 $228,391,850 4,160,143
2023-06-30 $253,396,045 4,470,643
2023-03-31 $191,561,150 3,657,143
2022-12-31 $236,470,306 2,840,143
2022-09-30 $275,505,954 3,833,393
2022-06-30 $281,927,671 4,462,293
2022-03-31 $306,807,715 3,639,043
2021-12-31 $399,331,441 4,748,293
2021-09-30 $465,651,042 6,392,793
2021-06-30 $487,957,548 6,701,793
2021-03-31 $480,232,747 7,367,793
2020-12-31 $414,364,020 7,812,293
2020-09-30 $527,628,105 14,563,293
2020-06-30 $491,365,505 14,563,293
2020-03-31 $489,752,390 14,567,293