SEC 13F Intelligence

Egerton Capital (UK) LLP / SCHW

Egerton Capital (UK) LLP’s Schwab Charles Corp Position

Does Egerton Capital (UK) LLP own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 9.50M shares worth $791M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$791M
Q4 2022
Shares
9.50M
% of Portfolio
+6.81%
Quarters Held
7
position exited

Position History SCHW

Reported value by quarter
Q2 ’21: $459MQ2 ’21Q3 ’21: $1.0BQ3 ’21Q4 ’21: $1.2BQ4 ’21Q1 ’22: $1.0BQ1 ’22Q2 ’22: $794MQ2 ’22Q3 ’22: $837MQ3 ’22Q4 ’22: $791MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20229.50M$791M+6.81%
Q3 202211.65M$837M+6.50%
Q2 202212.56M$794M+5.36%
Q1 202211.87M$1.0B+5.27%
Q4 202114.49M$1.2B+5.68%
Q3 202114.26M$1.0B+4.94%
Q2 20216.31M$459M+2.28%

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