SEC 13F Intelligence

Cloverfields Capital Group, LP / SCHW

Cloverfields Capital Group, LP’s Schwab Charles Corp Position

Does Cloverfields Capital Group, LP own Schwab Charles Corp (SCHW)? Yes71.1K shares worth $7M (+2.16% of its 13F portfolio) as of Q1 2026, down from 74.4K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
71.1K
% of Portfolio
+2.16%
Quarters Held
14
currently held

Position History SCHW

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $7MQ2 ’24: $6MQ2 ’24Q3 ’24: $5MQ4 ’24: $6MQ4 ’24Q1 ’25: $6MQ2 ’25: $7MQ2 ’25Q3 ’25: $7MQ4 ’25: $7MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202671.1K$7M+2.16%
Q4 202574.4K$7M+2.30%
Q3 202577.1K$7M+2.30%
Q2 202577.5K$7M+2.10%
Q1 202578.3K$6M+2.02%
Q4 202483.1K$6M+1.98%
Q3 202483.8K$5M+1.76%
Q2 202488.1K$6M+2.19%
Q1 202493.6K$7M+2.28%
Q4 202373.7K$5M+1.99%
Q3 202365.4K$4M+1.62%
Q2 202366.9K$4M+1.22%
Q1 202350.8K$3M+0.88%
Q4 202245.5K$4M+1.21%

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