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Mairs and Power’s SCHW Holdings & Trades

First Buy
Q2 2013
Duration Held
51 Quarters
Largest Add
Q1 2018
+369,189 Shares
Current Position
273,357 Shares
$27.31 M Value

Mairs and Power's SCHW Position Overview

Mairs and Power (via Mairs & Power INC) currently holds 273,357 shares of The Charles Schwab Corporation (SCHW) worth $27.31 M, representing 0.26% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 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 369,189 shares. Largest reduction occurred in Q1 2025, reducing 590,359 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -26,032 Reduce 8.70% 273,357 $99.91
Q3 2025 -37,888 Reduce 11.23% 299,389 $95.47
Q2 2025 -169,920 Reduce 33.50% 337,277 $91.24
Q1 2025 -590,359 Reduce 53.79% 507,197 $78.28
Q4 2024 -120,727 Reduce 9.91% 1.1 M $74.01
Q3 2024 -149,095 Reduce 10.90% 1.22 M $64.81
Q2 2024 -19,578 Reduce 1.41% 1.37 M $73.69
Q1 2024 -82,581 Reduce 5.62% 1.39 M $72.34
Q4 2023 -8,002 Reduce 0.54% 1.47 M $68.80
Q3 2023 -54,331 Reduce 3.55% 1.48 M $54.90
Q2 2023 +6,855 Add 0.45% 1.53 M $56.68
Q1 2023 +7,225 Add 0.48% 1.53 M $52.38
Q4 2022 -176,997 Reduce 10.44% 1.52 M $83.26
Q3 2022 -337,126 Reduce 16.59% 1.69 M $71.87
Q2 2022 +85,152 Add 4.37% 2.03 M $63.18
Q1 2022 +41,349 Add 2.17% 1.95 M $84.31
Q4 2021 +313,691 Add 19.71% 1.91 M $84.10
Q3 2021 +270,256 Add 20.45% 1.59 M $72.84
Q2 2021 -11,996 Reduce 0.90% 1.32 M $72.81
Q1 2021 +6,274 Add 0.47% 1.33 M $65.18
Q4 2020 -1,523 Reduce 0.11% 1.33 M $53.04
Q3 2020 -17,230 Reduce 1.28% 1.33 M $36.23
Q2 2020 -4,338 Reduce 0.32% 1.35 M $33.74
Q1 2020 +78,262 Add 6.15% 1.35 M $33.62
Q4 2019 +27,621 Add 2.22% 1.27 M $47.56
Q3 2019 +50,604 Add 4.24% 1.24 M $41.83
Q2 2019 +111,154 Add 10.27% 1.19 M $40.19
Q1 2019 +121,957 Add 12.69% 1.08 M $42.76
Q4 2018 +172,665 Add 21.91% 960,680 $41.53
Q3 2018 -6,472 Reduce 0.81% 788,015 $49.15
Q2 2018 +115,585 Add 17.03% 794,487 $51.10
Q1 2018 +369,189 Add 119.20% 678,902 $52.22
Q4 2017 +7,775 Add 2.58% 309,713 $51.37
Q3 2017 +3,545 Add 1.19% 301,938 $43.74
Q2 2017 +175 Add 0.06% 298,393 $42.96
Q1 2017 -905 Reduce 0.30% 298,218 $40.81
Q4 2016 +1,525 Add 0.51% 299,123 $39.47
Q3 2016 +38,150 Add 14.70% 297,598 $31.57
Q2 2016 +40,638 Add 18.57% 259,448 $25.31
Q1 2016 +121,537 Add 124.94% 218,810 $28.02
Q4 2015 -2,875 Reduce 2.87% 97,273 $32.93
Q3 2015 +14,640 Add 17.12% 100,148 $28.56
Q2 2015 -570 Reduce 0.66% 85,508 $32.65
Q1 2015 +1,260 Add 1.49% 86,078 $30.44
Q4 2014 +1,496 Add 1.80% 84,818 $30.19
Q3 2014 -3,288 Reduce 3.80% 83,322 $29.39
Q1 2014 +1,060 Add 1.24% 86,610 $27.33
Q4 2013 +1,250 Add 1.48% 85,550 $26.00
Q3 2013 +19,065 Add 29.23% 84,300 $21.14
Q2 2013 +65,235 Add 0.00% 65,235 $21.23

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 51 quarters since Q2 2013.

Mairs and Power's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2018, adding 678,902 shares worth $35.45 M.

According to the latest 13F filing for Q4 2025, Mairs and Power's firm, Mairs & Power INC, owns 273,357 shares of The Charles Schwab Corporation (SCHW), valued at approximately $27.31 M.

As of the Q4 2025 filing, The Charles Schwab Corporation (SCHW) represents approximately 0.26% of Mairs and Power's publicly disclosed stock portfolio, making it one of their key holdings.

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.