Steven Cohen’s SCHW Holdings & Trades

First Buy
Q1 2020
Duration Held
23 Quarters
Largest Add
Q1 2025
+1.77 M shares
Current Position
2.75 M shares
$262.39 M value

Steven Cohen's SCHW Position Overview

Steven Cohen (via Point72 Asset Management, L.P.) currently holds 2.7M shares of The Charles Schwab Corporation (SCHW) worth $262.39 M, representing 0.44% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.

Based on 13F filings, Steven Cohen has maintained a strategic position in SCHW, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 1.8M shares. Largest reduction occurred in Q1 2023, reducing 784.6K shares.

Analysis based on 13F filings available since 2013 Q2

Steven Cohen'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 Steven Cohen

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2020 +925,534 New Buy 925,534 $33.62
Q2 2020 -925,534 Sold Out 925,534 $0.00
Q4 2020 +796,802 New Buy 796,802 $53.04
Q1 2021 -796,802 Sold Out 796,802 $0.00
Q2 2021 +308,200 New Buy 308,200 $72.81
Q3 2021 -222,900 Reduce 72.32% 85,300 $72.84
Q4 2021 -85,300 Sold Out 85,300 $0.00
Q1 2022 +11,581 New Buy 11,581 $84.28
Q2 2022 +602,100 Add 5199.03% 613,681 $63.18
Q3 2022 +179,853 Add 29.31% 793,534 $71.87
Q4 2022 -793,534 Sold Out 793,534 $0.00
Q1 2023 +8,888 New Buy 8,888 $52.38
Q2 2023 -8,888 Sold Out 8,888 $0.00
Q2 2024 +127,024 New Buy 127,024 $73.69
Q3 2024 -127,024 Sold Out 127,024 $0.00
Q4 2024 +887,137 New Buy 887,137 $74.01
Q1 2025 +1.77 M Add 199.27% 2.65 M $78.28
Q2 2025 -728,425 Reduce 27.44% 1.93 M $91.24
Q3 2025 +821,903 Add 42.66% 2.75 M $95.47

Steven Cohen's The Charles Schwab Corporation Investment FAQs

Steven Cohen first purchased The Charles Schwab Corporation (SCHW) in Q1 2020, acquiring 925,534 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Steven Cohen has held The Charles Schwab Corporation (SCHW) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Steven Cohen's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2025, adding 2,654,931 shares worth $207.83 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Steven Cohen's firm, Point72 Asset Management, L.P., owns 2,748,409 shares of The Charles Schwab Corporation (SCHW), valued at approximately $262.39 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 0.44% of Steven Cohen'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.

Steven Cohen's peak holding in The Charles Schwab Corporation (SCHW) was 2,748,409 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.