Jeremy Grantham's SCHW Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 13,460 shares of The Charles Schwab Corporation (SCHW) worth $1.34 M, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2016, adding 11.88 M shares. Largest reduction occurred in Q2 2016, reducing 22.18 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | -383 | Reduce 2.77% | 13,460 | $95.47 |
| Q2 2025 | -1,762 | Reduce 11.29% | 13,843 | $91.24 |
| Q1 2025 | +1,082 | Add 7.45% | 15,605 | $78.28 |
| Q4 2024 | -3,776 | Reduce 20.64% | 14,523 | $74.01 |
| Q3 2024 | +18,299 | New Buy | 18,299 | $64.81 |
| Q3 2021 | -850,439 | Sold Out | 0 | $0.00 |
| Q2 2021 | -1.85 M | Reduce 68.46% | 850,439 | $72.81 |
| Q1 2021 | -469,211 | Reduce 14.82% | 2.7 M | $65.18 |
| Q4 2020 | -781,724 | Reduce 19.81% | 3.17 M | $53.04 |
| Q3 2020 | +1.17 M | Add 42.06% | 3.95 M | $36.23 |
| Q2 2020 | +403,629 | Add 17.00% | 2.78 M | $33.74 |
| Q1 2020 | +1.66 M | Add 233.80% | 2.37 M | $33.62 |
| Q4 2019 | +711,420 | New Buy | 711,420 | $47.56 |
| Q3 2016 | -67,447 | Sold Out | 0 | $0.00 |
| Q2 2016 | -22.18 M | Reduce 99.70% | 67,447 | $25.31 |
| Q1 2016 | +11.88 M | Add 114.68% | 22.25 M | $28.02 |
| Q4 2015 | +10.28 M | Add 12598.30% | 10.36 M | $32.93 |
| Q3 2015 | -178,498 | Reduce 68.63% | 81,602 | $28.57 |
| Q2 2015 | -58,100 | Reduce 18.26% | 260,100 | $32.65 |
| Q1 2015 | +21,600 | Add 7.28% | 318,200 | $30.44 |
| Q4 2014 | -56,300 | Reduce 15.95% | 296,600 | $30.19 |
| Q3 2014 | +122,700 | Add 53.30% | 352,900 | $29.39 |
| Q2 2014 | -112,909 | Reduce 32.91% | 230,200 | $26.93 |
| Q1 2014 | -131,200 | Reduce 27.66% | 343,109 | $27.33 |
| Q4 2013 | +204,109 | Add 75.54% | 474,309 | $26.00 |
| Q3 2013 | -14,800 | Reduce 5.19% | 270,200 | $21.14 |
| Q2 2013 | +285,000 | Add 0.00% | 285,000 | $21.23 |
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 28 quarters since Q2 2013.
Jeremy Grantham's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2016, adding 22,245,210 shares worth $623.31 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 13,460 shares of The Charles Schwab Corporation (SCHW), valued at approximately $1.34 M.
As of the Q4 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.
Jeremy Grantham's peak holding in The Charles Schwab Corporation (SCHW) was 22,245,210 shares, as reported at the end of Q1 2016.