Al Gore's SCHW Position Overview
Al Gore (via Generation Investment Management Llp) currently holds 10.7M shares of The Charles Schwab Corporation (SCHW) worth $1.02 B, representing 6.78% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Al Gore has maintained a long-term strategic position in SCHW, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 6.8M shares. Largest reduction occurred in Q1 2021, reducing 10.3M shares.
Analysis based on 13F filings available since 2013 Q2
Al Gore's The Charles Schwab Corporation (SCHW) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Charles Schwab Corporation (SCHW) Trades by Al Gore
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +6.2 M | New Buy | 6.2 M | $21.14 |
| Q4 2013 | +1.04 M | Add 16.79% | 7.24 M | $26.00 |
| Q1 2014 | -3.33 M | Reduce 46.04% | 3.91 M | $27.33 |
| Q2 2014 | -34,179 | Reduce 0.88% | 3.87 M | $26.93 |
| Q3 2014 | -3.87 M | Sold Out | 3.87 M | $0.00 |
| Q1 2016 | +4.41 M | New Buy | 4.41 M | $28.02 |
| Q2 2016 | -1,000 | Reduce 0.02% | 4.41 M | $25.31 |
| Q3 2016 | -13,822 | Reduce 0.31% | 4.4 M | $31.57 |
| Q4 2016 | -30,765 | Reduce 0.70% | 4.37 M | $39.47 |
| Q1 2017 | -17,920 | Reduce 0.41% | 4.35 M | $40.81 |
| Q2 2017 | +2.92 M | Add 67.03% | 7.27 M | $42.96 |
| Q3 2017 | +2.97 M | Add 40.88% | 10.24 M | $43.74 |
| Q4 2017 | -206,551 | Reduce 2.02% | 10.03 M | $51.37 |
| Q1 2018 | +137,607 | Add 1.37% | 10.17 M | $52.22 |
| Q2 2018 | +276,420 | Add 2.72% | 10.45 M | $51.10 |
| Q3 2018 | +1.12 M | Add 10.76% | 11.57 M | $49.15 |
| Q4 2018 | +2.52 M | Add 21.79% | 14.09 M | $41.53 |
| Q1 2019 | +6.83 M | Add 48.48% | 20.92 M | $42.76 |
| Q2 2019 | -24,385 | Reduce 0.12% | 20.9 M | $40.19 |
| Q3 2019 | +6.19 M | Add 29.63% | 27.09 M | $41.83 |
| Q4 2019 | +2.65 M | Add 9.77% | 29.74 M | $47.56 |
| Q1 2020 | +2.66 M | Add 8.93% | 32.39 M | $33.62 |
| Q2 2020 | -5.86 M | Reduce 18.08% | 26.54 M | $33.74 |
| Q3 2020 | +3.25 M | Add 12.26% | 29.79 M | $36.23 |
| Q4 2020 | -1.82 M | Reduce 6.10% | 27.97 M | $53.04 |
| Q1 2021 | -10.32 M | Reduce 36.88% | 17.66 M | $65.18 |
| Q2 2021 | -3.43 M | Reduce 19.40% | 14.23 M | $72.81 |
| Q3 2021 | -1.32 M | Reduce 9.28% | 12.91 M | $72.84 |
| Q4 2021 | -984,653 | Reduce 7.63% | 11.93 M | $84.10 |
| Q1 2022 | -408,924 | Reduce 3.43% | 11.52 M | $84.31 |
| Q2 2022 | +1.15 M | Add 9.96% | 12.67 M | $63.18 |
| Q3 2022 | +1.85 M | Add 14.58% | 14.51 M | $71.87 |
| Q4 2022 | +120,121 | Add 0.83% | 14.63 M | $83.26 |
| Q1 2023 | -2.98 M | Reduce 20.38% | 11.65 M | $52.38 |
| Q2 2023 | -2.34 M | Reduce 20.12% | 9.31 M | $56.68 |
| Q3 2023 | -69,295 | Reduce 0.74% | 9.24 M | $54.90 |
| Q4 2023 | -1.26 M | Reduce 13.62% | 7.98 M | $68.80 |
| Q1 2024 | +508,147 | Add 6.37% | 8.49 M | $72.34 |
| Q2 2024 | +87,099 | Add 1.03% | 8.57 M | $73.69 |
| Q3 2024 | +3.61 M | Add 42.05% | 12.18 M | $64.81 |
| Q4 2024 | +1.31 M | Add 10.79% | 13.49 M | $74.01 |
| Q1 2025 | +833,602 | Add 6.18% | 14.33 M | $78.28 |
| Q2 2025 | -442,103 | Reduce 3.09% | 13.89 M | $91.24 |
| Q3 2025 | -3.16 M | Reduce 22.75% | 10.73 M | $95.47 |
Al Gore's The Charles Schwab Corporation Investment FAQs
Al Gore first purchased The Charles Schwab Corporation (SCHW) in Q3 2013, acquiring 6,196,763 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Al Gore has held The Charles Schwab Corporation (SCHW) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Al Gore's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2019, adding 20,923,843 shares worth $894.7 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Al Gore's firm, Generation Investment Management Llp, owns 10,726,323 shares of The Charles Schwab Corporation (SCHW), valued at approximately $1.02 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 6.78% of Al Gore's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Al Gore's peak holding in The Charles Schwab Corporation (SCHW) was 32,394,704 shares, as reported at the end of Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.