Andreas Halvorsen's SCHW Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 13.87 M shares of The Charles Schwab Corporation (SCHW) worth $1.39 B, representing 3.68% of the portfolio. First purchased in 2016-Q4, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 12.32 M shares. Largest reduction occurred in Q2 2017, reducing 10.58 M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen'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 Andreas Halvorsen
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -2.71 M | Reduce 16.34% | 13.87 M | $99.91 |
| Q3 2025 | +809,876 | Add 5.13% | 16.58 M | $95.47 |
| Q2 2025 | -1.94 M | Reduce 10.97% | 15.77 M | $91.24 |
| Q1 2025 | +3.06 M | Add 20.86% | 17.72 M | $78.28 |
| Q4 2024 | +12.32 M | Add 526.46% | 14.66 M | $74.01 |
| Q3 2024 | +2.34 M | New Buy | 2.34 M | $64.81 |
| Q2 2017 | -10.58 M | Sold Out | 0 | $0.00 |
| Q1 2017 | +2.52 M | Add 31.31% | 10.58 M | $40.81 |
| Q4 2016 | +8.06 M | New Buy | 8.06 M | $39.47 |
Andreas Halvorsen's The Charles Schwab Corporation Investment FAQs
Andreas Halvorsen first purchased The Charles Schwab Corporation (SCHW) in Q4 2016, acquiring 8,057,576 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held The Charles Schwab Corporation (SCHW) for 9 quarters since Q4 2016.
Andreas Halvorsen's largest addition to The Charles Schwab Corporation (SCHW) was in Q4 2024, adding 14,658,944 shares worth $1.08 B.
According to the latest 13F filing for Q4 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 13,872,905 shares of The Charles Schwab Corporation (SCHW), valued at approximately $1.39 B.
As of the Q4 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 3.68% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings.
Andreas Halvorsen's peak holding in The Charles Schwab Corporation (SCHW) was 17,716,717 shares, as reported at the end of Q1 2025.