Steven Cohen's SCHW Position Overview
Steven Cohen (via Point72 Asset Management, L.P.) currently holds 2.75 M shares of The Charles Schwab Corporation (SCHW) worth $262.39 M, representing 0.44% of the portfolio. First purchased in 2020-Q1, this medium-term investment has been held for 19 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 1.77 M shares. Largest reduction occurred in Q2 2020, reducing 925,534 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
| Report Date | 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 | 0 | $0.00 |
| Q4 2020 | +796,802 | New Buy | 796,802 | $53.04 |
| Q1 2021 | -796,802 | Sold Out | 0 | $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 | 0 | $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 | 0 | $0.00 |
| Q1 2023 | +8,888 | New Buy | 8,888 | $52.38 |
| Q2 2023 | -8,888 | Sold Out | 0 | $0.00 |
| Q2 2024 | +127,024 | New Buy | 127,024 | $73.69 |
| Q3 2024 | -127,024 | Sold Out | 0 | $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 19 quarters since Q1 2020.
Steven Cohen's largest addition to The Charles Schwab Corporation (SCHW) was in Q1 2025, adding 2,654,931 shares worth $207.83 M.
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.
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.
Steven Cohen's peak holding in The Charles Schwab Corporation (SCHW) was 2,748,409 shares, as reported at the end of Q3 2025.