Mairs and Power's SCHW Position Overview
Mairs and Power (via Mairs & Power INC) currently holds 299.4K shares of The Charles Schwab Corporation (SCHW) worth $28.58 M, representing 0.27% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Mairs and Power has maintained a long-term strategic position in SCHW, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2018, adding 369.2K shares. Largest reduction occurred in Q1 2025, reducing 590.4K shares.
Analysis based on 13F filings available since 2013 Q2
Mairs and Power'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 Mairs and Power
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +65,236 | Add 0.00% | 65,235 | $21.23 |
| Q3 2013 | +19,065 | Add 29.23% | 84,300 | $21.14 |
| Q4 2013 | +1,250 | Add 1.48% | 85,550 | $26.00 |
| Q1 2014 | +1,060 | Add 1.24% | 86,610 | $27.33 |
| Q3 2014 | -3,288 | Reduce 3.80% | 83,322 | $29.39 |
| Q4 2014 | +1,496 | Add 1.80% | 84,818 | $30.19 |
| Q1 2015 | +1,260 | Add 1.49% | 86,078 | $30.44 |
| Q2 2015 | -570 | Reduce 0.66% | 85,508 | $32.65 |
| Q3 2015 | +14,640 | Add 17.12% | 100,148 | $28.56 |
| Q4 2015 | -2,875 | Reduce 2.87% | 97,273 | $32.93 |
| Q1 2016 | +121,537 | Add 124.94% | 218,810 | $28.02 |
| Q2 2016 | +40,638 | Add 18.57% | 259,448 | $25.31 |
| Q3 2016 | +38,150 | Add 14.70% | 297,598 | $31.57 |
| Q4 2016 | +1,525 | Add 0.51% | 299,123 | $39.47 |
| Q1 2017 | -905 | Reduce 0.30% | 298,218 | $40.81 |
| Q2 2017 | +175 | Add 0.06% | 298,393 | $42.96 |
| Q3 2017 | +3,545 | Add 1.19% | 301,938 | $43.74 |
| Q4 2017 | +7,775 | Add 2.58% | 309,713 | $51.37 |
| Q1 2018 | +369,189 | Add 119.20% | 678,902 | $52.22 |
| Q2 2018 | +115,585 | Add 17.03% | 794,487 | $51.10 |
| Q3 2018 | -6,472 | Reduce 0.81% | 788,015 | $49.15 |
| Q4 2018 | +172,665 | Add 21.91% | 960,680 | $41.53 |
| Q1 2019 | +121,957 | Add 12.69% | 1.08 M | $42.76 |
| Q2 2019 | +111,154 | Add 10.27% | 1.19 M | $40.19 |
| Q3 2019 | +50,604 | Add 4.24% | 1.24 M | $41.83 |
| Q4 2019 | +27,621 | Add 2.22% | 1.27 M | $47.56 |
| Q1 2020 | +78,262 | Add 6.15% | 1.35 M | $33.62 |
| Q2 2020 | -4,338 | Reduce 0.32% | 1.35 M | $33.74 |
| Q3 2020 | -17,230 | Reduce 1.28% | 1.33 M | $36.23 |
| Q4 2020 | -1,523 | Reduce 0.11% | 1.33 M | $53.04 |
| Q1 2021 | +6,274 | Add 0.47% | 1.33 M | $65.18 |
| Q2 2021 | -11,996 | Reduce 0.90% | 1.32 M | $72.81 |
| Q3 2021 | +270,256 | Add 20.45% | 1.59 M | $72.84 |
| Q4 2021 | +313,691 | Add 19.71% | 1.91 M | $84.10 |
| Q1 2022 | +41,349 | Add 2.17% | 1.95 M | $84.31 |
| Q2 2022 | +85,152 | Add 4.37% | 2.03 M | $63.18 |
| Q3 2022 | -337,126 | Reduce 16.59% | 1.69 M | $71.87 |
| Q4 2022 | -176,997 | Reduce 10.44% | 1.52 M | $83.26 |
| Q1 2023 | +7,225 | Add 0.48% | 1.53 M | $52.38 |
| Q2 2023 | +6,855 | Add 0.45% | 1.53 M | $56.68 |
| Q3 2023 | -54,331 | Reduce 3.55% | 1.48 M | $54.90 |
| Q4 2023 | -8,002 | Reduce 0.54% | 1.47 M | $68.80 |
| Q1 2024 | -82,581 | Reduce 5.62% | 1.39 M | $72.34 |
| Q2 2024 | -19,578 | Reduce 1.41% | 1.37 M | $73.69 |
| Q3 2024 | -149,095 | Reduce 10.90% | 1.22 M | $64.81 |
| Q4 2024 | -120,727 | Reduce 9.91% | 1.1 M | $74.01 |
| Q1 2025 | -590,359 | Reduce 53.79% | 507,197 | $78.28 |
| Q2 2025 | -169,920 | Reduce 33.50% | 337,277 | $91.24 |
| Q3 2025 | -37,888 | Reduce 11.23% | 299,389 | $95.47 |
Mairs and Power's The Charles Schwab Corporation Investment FAQs
Mairs and Power first purchased The Charles Schwab Corporation (SCHW) in Q2 2013, acquiring 65,235 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mairs and Power has held The Charles Schwab Corporation (SCHW) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mairs and Power's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2018, adding 678,902 shares worth $35.45 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Mairs and Power's firm, Mairs & Power INC, owns 299,389 shares of The Charles Schwab Corporation (SCHW), valued at approximately $28.58 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 0.27% of Mairs and Power'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.
Mairs and Power's peak holding in The Charles Schwab Corporation (SCHW) was 2,031,913 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.