Exited position

George Soros’s Schwab Charles Corp (SCHW) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Soros Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2000Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.96MHighest verified quarter-end share count
Quarters reported19Verified quarters with shares above zero
What happened?

Soros Fund Management first reported Schwab Charles Corp in Q3 2000. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Soros Fund Management sold the entire position in Q1 2020, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2020
Sold the entire position−53.40K shares · No shares reported at quarter-end
Q4 2018
Sold 24.8% of the position−17.62K shares · 53.40K shares remained
Filing context

Quarter-end price $41.53 · Estimated holding basis $52.05

Q3 2018
Sold 65.6% of the position−135.71K shares · 71.02K shares remained
Filing context

Quarter-end price $49.16 · Estimated holding basis $52.05

Q2 2018
Sold 40.7% of the position−141.65K shares · 206.73K shares remained
Filing context

Quarter-end price $51.10 · Estimated holding basis $52.05

Q1 2018
Bought 417.7% more+281.08K shares · 348.38K shares reported after the change
Filing context

Quarter-end price $52.22 · Estimated holding basis $52.05

Q4 2017
New position+67.30K shares · 67.30K shares reported
Filing context

Quarter-end price $51.37 · Estimated holding basis $51.37

4 unchanged quarters are collapsed by default.

Portfolio importance

How important was Schwab Charles Corp in Soros Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.1%Q4 2019
Last reported rank#129of 165 reported positions
Peak portfolio weight0.8%Q2 2015
Best historical rank#36Q2 2015
At peak importanceQ2 2015
SCHW
0.8%
Largest holding
3.8%
Cross-investor discovery

Who else owns Schwab Charles Corp?

Also reported by 2 other tracked investors in their latest verified filings.

Ray DalioBridgewater Associates, LP
SCHW0.0% of reported portfolio
Joel GreenblattGotham Asset Management
SCHW0.0% of reported portfolio
Explore Schwab Charles Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$107.792026-09-15

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Soros Fund Management LLC’s Form 13F disclosures—not George Soros’s personal brokerage account. George Soros founded the firm; its current CEO and chief investment officer is Dawn Fitzpatrick. Form 13F does not reveal exact trade dates, execution prices or the purpose of an option position.