Intrinsic Value Partners, LLC / SCHW
Intrinsic Value Partners, LLC’s Schwab Charles Corp Position
Does Intrinsic Value Partners, LLC own Schwab Charles Corp (SCHW)? Yes — 52.4K shares worth $5M (+3.79% of its 13F portfolio) as of Q1 2026, down from 52.5K shares the prior filed quarter.
Position Value
$5M
Q1 2026
Shares
52.4K
% of Portfolio
+3.79%
Quarters Held
18
currently held
Position History SCHW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 52.4K | $5M | +3.79% |
| Q4 2025 | 52.5K | $5M | +3.93% |
| Q3 2025 | 54.9K | $5M | +4.24% |
| Q2 2025 | 55.3K | $5M | +4.49% |
| Q1 2025 | 54.2K | $4M | +4.19% |
| Q4 2024 | 54.3K | $4M | +4.04% |
| Q3 2024 | 55.4K | $4M | +3.59% |
| Q2 2024 | 55.5K | $4M | +4.26% |
| Q1 2024 | 56.2K | $4M | +4.33% |
| Q4 2023 | 56.7K | $4M | +4.55% |
| Q3 2023 | 56.6K | $3M | +3.99% |
| Q2 2023 | 56.3K | $3M | +4.02% |
| Q1 2023 | 48.7K | $3M | +3.45% |
| Q4 2022 | 48.6K | $4,046 | +5.54% |
| Q3 2022 | 52.9K | $4M | +5.28% |
| Q2 2022 | 51.5K | $3M | +4.15% |
| Q1 2022 | 52.3K | $4M | +4.67% |
| Q4 2021 | 53.6K | $5M | +4.81% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Intrinsic Value Partners, LLC’s full portfolio or all institutional holders of SCHW.