Jeremy Grantham's SCHW Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 13.5K shares of The Charles Schwab Corporation (SCHW) worth $1.29 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in SCHW, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2016, adding 11.9M shares. Largest reduction occurred in Q2 2016, reducing 22.2M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham'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 Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +285,001 | Add 0.00% | 285,000 | $21.23 |
| Q3 2013 | -14,800 | Reduce 5.19% | 270,200 | $21.14 |
| Q4 2013 | +204,109 | Add 75.54% | 474,309 | $26.00 |
| Q1 2014 | -131,200 | Reduce 27.66% | 343,109 | $27.33 |
| Q2 2014 | -112,909 | Reduce 32.91% | 230,200 | $26.93 |
| Q3 2014 | +122,700 | Add 53.30% | 352,900 | $29.39 |
| Q4 2014 | -56,300 | Reduce 15.95% | 296,600 | $30.19 |
| Q1 2015 | +21,600 | Add 7.28% | 318,200 | $30.44 |
| Q2 2015 | -58,100 | Reduce 18.26% | 260,100 | $32.65 |
| Q3 2015 | -178,498 | Reduce 68.63% | 81,602 | $28.57 |
| Q4 2015 | +10.28 M | Add 12598.30% | 10.36 M | $32.93 |
| Q1 2016 | +11.88 M | Add 114.68% | 22.25 M | $28.02 |
| Q2 2016 | -22.18 M | Reduce 99.70% | 67,447 | $25.31 |
| Q3 2016 | -67,447 | Sold Out | 67,447 | $0.00 |
| Q4 2019 | +711,420 | New Buy | 711,420 | $47.56 |
| Q1 2020 | +1.66 M | Add 233.80% | 2.37 M | $33.62 |
| Q2 2020 | +403,629 | Add 17.00% | 2.78 M | $33.74 |
| Q3 2020 | +1.17 M | Add 42.06% | 3.95 M | $36.23 |
| Q4 2020 | -781,724 | Reduce 19.81% | 3.17 M | $53.04 |
| Q1 2021 | -469,211 | Reduce 14.82% | 2.7 M | $65.18 |
| Q2 2021 | -1.85 M | Reduce 68.46% | 850,439 | $72.81 |
| Q3 2021 | -850,439 | Sold Out | 850,439 | $0.00 |
| Q3 2024 | +18,299 | New Buy | 18,299 | $64.81 |
| Q4 2024 | -3,776 | Reduce 20.64% | 14,523 | $74.01 |
| Q1 2025 | +1,082 | Add 7.45% | 15,605 | $78.28 |
| Q2 2025 | -1,762 | Reduce 11.29% | 13,843 | $91.24 |
| Q3 2025 | -383 | Reduce 2.77% | 13,460 | $95.47 |
Jeremy Grantham's The Charles Schwab Corporation Investment FAQs
Jeremy Grantham first purchased The Charles Schwab Corporation (SCHW) in Q2 2013, acquiring 285,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The Charles Schwab Corporation (SCHW) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2016, adding 22,245,210 shares worth $623.31 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 13,460 shares of The Charles Schwab Corporation (SCHW), valued at approximately $1.29 M. 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 0.00% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in The Charles Schwab Corporation (SCHW) was 22,245,210 shares, as reported at the end of Q1 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.