Louis Moore Bacon's SCHW Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 502,560 shares of The Charles Schwab Corporation (SCHW) worth $50.21 M, representing 0.72% of the portfolio. First purchased in 2014-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Louis Moore Bacon has maintained a strategic position in SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 615,664 shares. Largest reduction occurred in Q1 2016, reducing 530,000 shares.
Analysis based on 13F filings available since 2013 Q2
Louis Moore Bacon'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 Louis Moore Bacon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -111,680 | Reduce 18.18% | 502,560 | $99.91 |
| Q3 2025 | +223,360 | Add 57.14% | 614,240 | $95.47 |
| Q2 2025 | +67,095 | Add 20.72% | 390,880 | $91.24 |
| Q1 2025 | -291,879 | Reduce 47.41% | 323,785 | $78.28 |
| Q4 2024 | +615,664 | New Buy | 615,664 | $74.01 |
| Q1 2016 | -530,000 | Sold Out | 0 | $0.00 |
| Q4 2015 | +305,000 | Add 135.56% | 530,000 | $32.93 |
| Q3 2015 | +225,000 | New Buy | 225,000 | $28.56 |
| Q1 2015 | -200,000 | Sold Out | 0 | $0.00 |
| Q4 2014 | +200,000 | New Buy | 200,000 | $30.19 |
Louis Moore Bacon's The Charles Schwab Corporation Investment FAQs
Louis Moore Bacon first purchased The Charles Schwab Corporation (SCHW) in Q4 2014, acquiring 200,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held The Charles Schwab Corporation (SCHW) for 10 quarters since Q4 2014.
Louis Moore Bacon's largest addition to The Charles Schwab Corporation (SCHW) was in Q4 2024, adding 615,664 shares worth $45.57 M.
According to the latest 13F filing for Q4 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 502,560 shares of The Charles Schwab Corporation (SCHW), valued at approximately $50.21 M.
As of the Q4 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 0.72% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.
Louis Moore Bacon's peak holding in The Charles Schwab Corporation (SCHW) was 615,664 shares, as reported at the end of Q4 2024.