← François Rochon
·
SCHWAB CHARLES CORP
SCHW
François Rochon's Schwab Charles Position
AI Overview
for Schwab Charles
→
Closing price · 5 years
$96.70
+52.5%
5 years · close · Yahoo Finance
Position
·
Added >10% (1)
Trimmed >10% (1)
·
Current quarter
Position history
· 20 quarters
Quarter
Activity
Avg Cost
ⓘ
Shares
Value
Weight
2026-Q2
current
no filing yet
—
N/A
1.59M
$153.3M
—
2025-Q4
Added +1%
N/A
1.59M
+10K
$158.4M
5.29%
2025-Q3
Added +1%
N/A
1.58M
+8K
$150.4M
5.10%
2025-Q2
Added +65%
N/A
1.57M
+618K
$143.0M
4.91%
2025-Q1
—
N/A
949K
+1K
$74.3M
2.74%
2024-Q4
Added +1%
N/A
948K
+12K
$70.2M
2.56%
2024-Q3
Added +8%
N/A
936K
+66K
$60.6M
2.31%
2024-Q2
Added +1%
N/A
870K
+8K
$64.1M
2.71%
2024-Q1
Added +3%
N/A
861K
+28K
$62.3M
2.53%
2023-Q4
Added +4%
N/A
834K
+29K
$57.4M
2.69%
2023-Q3
Added +7%
N/A
805K
+52K
$44.2M
2.40%
2023-Q2
Trimmed -38%
N/A
752K
-469K
$42.6M
2.24%
2023-Q1
Trimmed -2%
N/A
1.22M
-22K
$64.0M
3.85%
2022-Q4
Added +1%
N/A
1.24M
+14K
$103.5M
6.40%
2022-Q3
Added +3%
N/A
1.23M
+35K
$88.3M
5.98%
2022-Q2
Added +4%
N/A
1.19M
+41K
$75.4M
4.97%
2022-Q1
Added +1%
N/A
1.15M
+10K
$97.2M
5.49%
2021-Q4
Added +2%
N/A
1.14M
+23K
$96.1M
5.13%
2021-Q3
Added +5%
N/A
1.12M
+51K
$81.5M
4.86%
2021-Q2
Added +4%
N/A
1.07M
+46K
$77.8M
4.73%
2021-Q1
N/A
N/A
1.02M
$66.6M
4.46%
