Save your place

Sign in to WhoBought

Please try again later.

Coatue Management's The Charles Schwab Corporation (SCHW) position

Not anymore: Coatue Management fully exited SCHW in Q1 2025. The position peaked at $334M in Q4 2024.
View full portfolio →
Value at exit
$334M
Shares at exit
4.5M
Est. average buy price (i)
$74.83
Quarter-end price
$74.01

Estimated trade prices

Average price in quarters with purchases
$74.83

SCHW price vs Management's position

1Y 3Y 5Y MAX
Dates
$40$100$15020222023202420252026New position of 4.5M shares · Q4 2024. Average closing price $74.83 · Price range $63.35–$82.854.5Msharespurchased
Average closing price · filing quarter
$74.83
Price range · filing quarter
$63.35 – $82.85
Sign in to see who bought

Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2025 Exited −4.5M −$354M −100.0% 0 May 15, 2025
Q4 2024 New +4.5M +$337M – 4.5M Feb 14, 2025
Data through Q1 2025 · filed May 15, 2025
2 grouped rows from 2 quarters

More Management positions

Taiwan Semiconductor Manufacturing Company Limited(TSM)
$3.1B
10.8% of portfolio

GE Vernova Inc.(GEV)
$2.2B
7.7% of portfolio

Lam Research Corporation(LRCX)
$2.1B
7.4% of portfolio

Applied Materials, Inc.(AMAT)
$1.8B
6.2% of portfolio

Broadcom Inc.(AVGO)
$1.7B
5.9% of portfolio

Eaton Corporation plc(ETN)
$1.7B
5.8% of portfolio

Common questions

Does Coatue Management own SCHW?

Not currently. Coatue Management fully exited SCHW in Q1 2025, and the complete history is above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy SCHW?

Coatue Management first disclosed a SCHW position in Q4 2024; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell SCHW?

Yes. Coatue Management reduced and then fully exited SCHW by Q1 2025; the reductions are in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of SCHW does Coatue Management own?

None as of the latest filing: Coatue Management has exited SCHW. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for SCHW?

Coatue Management's estimated average buy price for SCHW is $74.83, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.