Mcdonald Partners LLC’s Schwab Charles Corp Position
Does Mcdonald Partners LLC own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 8.7K shares worth $732M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$732M
Q4 2021
Shares
8.7K
% of Portfolio
+0.68%
Quarters Held
1
position exited
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2021 | 8.7K | $732M | +0.68% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mcdonald Partners LLC’s full portfolio or all institutional holders of SCHW.