SEC 13F Intelligence

Holocene Advisors, LP / SCHW

Holocene Advisors, LP’s Schwab Charles Corp Position

Does Holocene Advisors, LP own Schwab Charles Corp (SCHW)? Yes481.2K shares worth $45M (+0.11% of its 13F portfolio) as of Q1 2026, down from 682.6K shares the prior filed quarter.

Position Value
$45M
Q1 2026
Shares
481.2K
% of Portfolio
+0.11%
Quarters Held
21
currently held

Position History SCHW

Reported value by quarter
Q2 ’19: $306,000Q2 ’19Q3 ’19: $4MQ4 ’19: $6MQ2 ’20: $2MQ2 ’20Q3 ’20: $4MQ4 ’20: $114MQ1 ’21: $161MQ1 ’21Q2 ’21: $123MQ3 ’21: $12MQ4 ’21: $50MQ4 ’21Q1 ’23: $108MQ2 ’23: $32MQ1 ’24: $19MQ1 ’24Q2 ’24: $65MQ3 ’24: $15MQ4 ’24: $59MQ4 ’24Q1 ’25: $90MQ2 ’25: $141MQ3 ’25: $77MQ3 ’25Q4 ’25: $68MQ1 ’26: $45Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026481.2K$45M+0.11%
Q4 2025682.6K$68M+0.14%
Q3 2025803.6K$77M+0.17%
Q2 20251.55M$141M+0.34%
Q1 20251.15M$90M+0.26%
Q4 2024802.5K$59M+0.19%
Q3 2024233.5K$15M+0.06%
Q2 2024882.5K$65M+0.27%
Q1 2024257.7K$19M+0.07%
Q2 2023566.9K$32M+0.14%
Q1 20232.07M$108M+0.53%
Q4 2021592.5K$50M+0.26%
Q3 2021168.8K$12M+0.07%
Q2 20211.69M$123M+0.69%
Q1 20212.47M$161M+1.01%
Q4 20202.14M$114M+0.72%
Q3 2020112.0K$4M+0.03%
Q2 202057.7K$2M+0.02%
Q4 2019118.2K$6M+0.05%
Q3 2019107.2K$4M+0.05%
Q2 20197.6K$306,0000.00%

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