SEC 13F Intelligence

Wedgewood Partners Inc / SCHW

Wedgewood Partners Inc’s Schwab Charles Corp Position

Does Wedgewood Partners Inc own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 90.9K shares worth $4M in Q3 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q3 2019
Shares
90.9K
% of Portfolio
+0.34%
Quarters Held
4
position exited

Position History SCHW

Reported value by quarter
Q4 ’18: $70MQ4 ’18Q1 ’19: $39MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $4MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 201990.9K$4M+0.34%
Q2 201998.4K$4M+0.33%
Q1 2019909.0K$39M+2.84%
Q4 20181.69M$70M+4.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedgewood Partners Inc’s full portfolio or all institutional holders of SCHW.