SEC 13F Intelligence

Barometer Capital Management Inc. / SCHW

Barometer Capital Management Inc.’s Schwab Charles Corp Position

Does Barometer Capital Management Inc. own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 118.0K shares worth $9M in Q2 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q2 2021
Shares
118.0K
% of Portfolio
+1.64%
Quarters Held
2
position exited

Position History SCHW

Reported value by quarter
Q1 ’21: $7MQ1 ’21Q2 ’21: $9MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2021118.0K$9M+1.64%
Q1 2021108.2K$7M+1.17%

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