Louis Moore Bacon's SCHW Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 614.2K shares of The Charles Schwab Corporation (SCHW) worth $58.64 M, representing 0.81% 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, Louis Moore Bacon has maintained a long-term strategic position in SCHW, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 305.0K shares. Largest reduction occurred in Q1 2025, reducing 291.9K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +200,000 | New Buy | 200,000 | $30.19 |
| Q1 2015 | -200,000 | Sold Out | 200,000 | $0.00 |
| Q3 2015 | +225,000 | New Buy | 225,000 | $28.56 |
| Q4 2015 | +305,000 | Add 135.56% | 530,000 | $32.93 |
| Q1 2016 | -530,000 | Sold Out | 530,000 | $0.00 |
| Q4 2024 | +615,664 | New Buy | 615,664 | $74.01 |
| Q1 2025 | -291,879 | Reduce 47.41% | 323,785 | $78.28 |
| Q2 2025 | +67,095 | Add 20.72% | 390,880 | $91.24 |
| Q3 2025 | +223,360 | Add 57.14% | 614,240 | $95.47 |
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 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon's largest addition to The Charles Schwab Corporation (SCHW) was in Q4 2024, adding 615,664 shares worth $45.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 614,240 shares of The Charles Schwab Corporation (SCHW), valued at approximately $58.64 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 0.81% of Louis Moore Bacon'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.
Louis Moore Bacon's peak holding in The Charles Schwab Corporation (SCHW) was 615,664 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.