Lee Ainslie's SCHW Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 1.25 M shares of The Charles Schwab Corporation (SCHW) worth $125.2 M, representing 1.34% of the portfolio. First purchased in 2017-Q4, this medium-term investment has been held for 20 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2018, adding 2.63 M shares. Largest reduction occurred in Q1 2019, reducing 5.3 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie'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 Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2017 | +3.15 M | New Buy | 3.15 M | $51.37 |
| Q1 2018 | +257,900 | Add 8.19% | 3.41 M | $52.22 |
| Q2 2018 | +759,436 | Add 22.28% | 4.17 M | $51.10 |
| Q3 2018 | +820,477 | Add 19.69% | 4.99 M | $49.15 |
| Q4 2018 | +2.63 M | Add 52.82% | 7.62 M | $41.53 |
| Q1 2019 | -5.3 M | Reduce 69.50% | 2.32 M | $42.76 |
| Q2 2019 | -2.32 M | Sold Out | 0 | $0.00 |
| Q1 2020 | +62,502 | New Buy | 62,502 | $33.61 |
| Q2 2020 | +71,828 | Add 114.92% | 134,330 | $33.74 |
| Q3 2020 | -134,330 | Sold Out | 0 | $0.00 |
| Q1 2021 | +15,360 | New Buy | 15,360 | $65.17 |
| Q2 2021 | -15,360 | Sold Out | 0 | $0.00 |
| Q3 2023 | +651,706 | New Buy | 651,706 | $54.90 |
| Q4 2023 | +318,511 | Add 48.87% | 970,217 | $68.80 |
| Q1 2024 | +302,840 | Add 31.21% | 1.27 M | $72.34 |
| Q2 2024 | -1.27 M | Sold Out | 0 | $0.00 |
| Q1 2025 | +1.43 M | New Buy | 1.43 M | $78.28 |
| Q2 2025 | -1.43 M | Sold Out | 0 | $0.00 |
| Q3 2025 | +870,072 | New Buy | 870,072 | $95.47 |
| Q4 2025 | +383,018 | Add 44.02% | 1.25 M | $99.91 |
Lee Ainslie's The Charles Schwab Corporation Investment FAQs
Lee Ainslie first purchased The Charles Schwab Corporation (SCHW) in Q4 2017, acquiring 3,150,359 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held The Charles Schwab Corporation (SCHW) for 20 quarters since Q4 2017.
Lee Ainslie's largest addition to The Charles Schwab Corporation (SCHW) was in Q4 2017, adding 3,150,359 shares worth $161.83 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 1,253,090 shares of The Charles Schwab Corporation (SCHW), valued at approximately $125.2 M.
As of the Q4 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 1.34% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in The Charles Schwab Corporation (SCHW) was 7,623,133 shares, as reported at the end of Q4 2018.