Mar Vista Investment Partners LLC / SCHW
Mar Vista Investment Partners LLC’s Schwab Charles Corp Position
Does Mar Vista Investment Partners LLC own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 1.26M shares worth $105M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$105M
Q4 2022
Shares
1.26M
% of Portfolio
+4.69%
Quarters Held
14
position exited
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2022 | 1.26M | $105M | +4.69% |
| Q3 2022 | 1.34M | $96M | +4.31% |
| Q2 2022 | 1.33M | $84M | +3.46% |
| Q1 2022 | 1.50M | $126M | +3.97% |
| Q4 2021 | 1.45M | $122M | +3.29% |
| Q3 2021 | 1.69M | $123M | +3.17% |
| Q2 2021 | 1.78M | $130M | +3.19% |
| Q1 2021 | 2.04M | $133M | +3.07% |
| Q4 2020 | 1.61M | $86M | +2.12% |
| Q3 2020 | 1.75M | $63M | +1.66% |
| Q2 2020 | 1.83M | $62M | +1.69% |
| Q1 2020 | 2.13M | $72M | +2.18% |
| Q4 2019 | 2.18M | $104M | +2.48% |
| Q3 2019 | 2.31M | $97M | +2.44% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mar Vista Investment Partners LLC’s full portfolio or all institutional holders of SCHW.