Renaissance Technologies's SCHW Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 1.0M shares of The Charles Schwab Corporation (SCHW) worth $97.56 M, representing 0.13% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 44 quarters.
Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in SCHW, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2019, adding 2.5M shares. Largest reduction occurred in Q4 2019, reducing 2.5M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies'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 Renaissance Technologies
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +250,900 | New Buy | 250,900 | $30.19 |
| Q1 2015 | -250,900 | Sold Out | 250,900 | $0.00 |
| Q3 2015 | +1.02 M | New Buy | 1.02 M | $28.56 |
| Q4 2015 | -1.02 M | Sold Out | 1.02 M | $0.00 |
| Q1 2016 | +17,500 | New Buy | 17,500 | $28.00 |
| Q2 2016 | -17,500 | Sold Out | 17,500 | $0.00 |
| Q3 2017 | +53,500 | New Buy | 53,500 | $43.74 |
| Q4 2017 | -53,500 | Sold Out | 53,500 | $0.00 |
| Q3 2018 | +397,300 | New Buy | 397,300 | $49.15 |
| Q4 2018 | -397,300 | Sold Out | 397,300 | $0.00 |
| Q1 2019 | +2.86 M | New Buy | 2.86 M | $42.76 |
| Q2 2019 | +498,400 | Add 17.45% | 3.35 M | $40.19 |
| Q3 2019 | -3.35 M | Sold Out | 3.35 M | $0.00 |
| Q4 2019 | +898,900 | New Buy | 898,900 | $47.56 |
| Q1 2020 | +1.53 M | Add 170.66% | 2.43 M | $33.62 |
| Q2 2020 | +408,500 | Add 16.79% | 2.84 M | $33.74 |
| Q3 2020 | -2.84 M | Sold Out | 2.84 M | $0.00 |
| Q1 2023 | +787,813 | New Buy | 787,813 | $0.05 |
| Q2 2023 | +2.42 M | Add 307.65% | 3.21 M | $0.06 |
| Q3 2023 | +137,500 | Add 4.28% | 3.35 M | $54.90 |
| Q4 2023 | -3.35 M | Sold Out | 3.35 M | $0.00 |
| Q3 2024 | +939,189 | New Buy | 939,189 | $64.81 |
| Q4 2024 | +147,852 | Add 15.74% | 1.09 M | $74.01 |
| Q1 2025 | -366,400 | Reduce 33.71% | 720,641 | $78.28 |
| Q2 2025 | +597,000 | Add 82.84% | 1.32 M | $91.24 |
| Q3 2025 | -295,800 | Reduce 22.45% | 1.02 M | $95.47 |
Renaissance Technologies's The Charles Schwab Corporation Investment FAQs
Renaissance Technologies first purchased The Charles Schwab Corporation (SCHW) in Q4 2014, acquiring 250,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held The Charles Schwab Corporation (SCHW) for 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2019, adding 2,856,300 shares worth $122.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 1,021,841 shares of The Charles Schwab Corporation (SCHW), valued at approximately $97.56 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 0.13% of Renaissance Technologies'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.
Renaissance Technologies's peak holding in The Charles Schwab Corporation (SCHW) was 3,354,700 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.