13F Portfolios

PARK PRESIDIO CAPITAL LLC: CHARLES SCHWAB CORPORATION (SCHW) (SCHW): Quarterly 13F Position History

As of Q1 2026, PARK PRESIDIO CAPITAL LLC reported 1,291,457 shares of CHARLES SCHWAB CORPORATION (SCHW) (SCHW), worth $121.4M and representing 8.5% of its 13F equity book. Quarter-over-quarter share count change: + 197,834 (+18.1%) . The position first appeared in Q2 2016 and has been disclosed across 40 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 1,291,457 +197,834 +18.1% $121.4M 8.5% $94.0
Q4 2025 1,093,623 +12,080 +1.1% $109.3M 8.9% $99.9
Q3 2025 1,081,543 +112,691 +11.6% $103.3M 9.0% $95.5
Q2 2025 968,852 +604,887 +166.2% $88.4M 9.4% $91.2
Q1 2025 363,965 +1,206 +0.3% $28.5M 7.1% $78.3
Q4 2024 362,759 6,223 -1.7% $26.8M 6.1% $74.0
Q3 2024 368,982 66,282 -15.2% $23.9M 5.5% $64.8
Q2 2024 435,264 +70,000 +19.2% $32.1M 7.8% $73.7
Q1 2024 365,264 +8,900 +2.5% $26.4M 6.0% $72.3
Q4 2023 356,364 138,213 -27.9% $24.5M 5.9% $68.8
Q3 2023 494,577 +63,748 +14.8% $27.2M 7.2% $54.9
Q2 2023 430,829 +75,000 +21.1% $24.4M 6.2% $56.7
Q1 2023 355,829 12,085 -3.3% $18.6M 4.6% $52.4
Q4 2022 367,914 +4,246 +1.2% $30.6M 7.1% $83.3
Q3 2022 363,668 1,430 -0.4% $26.1M 6.0% $71.9
Q2 2022 365,098 77,000 -17.4% $23.1M 5.0% $63.2
Q1 2022 442,098 867,025 -66.2% $37.3M 5.7% $84.3
Q4 2021 1,309,123 260,637 -16.6% $110.1M 10.5% $84.1
Q3 2021 1,569,760 0 $114.3M 11.8% $72.8
Q2 2021 1,569,760 +94,760 +6.4% $114.3M 10.9% $72.8
Q1 2021 1,475,000 0 $96.1M 10.3% $65.2
Q4 2020 1,475,000 150,000 -9.2% $78.2M 8.4% $53.0
Q3 2020 1,625,000 +1,000,000 +160.0% $58.9M 6.3% $36.2
Q2 2020 625,000 1,275,000 -67.1% $21.1M 2.4% $33.7
Q1 2020 1,900,000 +400,000 +26.7% $63.9M 7.9% $33.6
Q4 2019 1,500,000 500,000 -25.0% $71.3M 9.0% $47.6
Q3 2019 2,000,000 +318,500 +18.9% $83.7M 10.2% $41.8
Q2 2019 1,681,500 0 $67.6M 8.4% $40.2
Q1 2019 1,681,500 318,500 -15.9% $71.9M 8.4% $42.8
Q4 2018 2,000,000 +350,000 +21.2% $83.1M 10.4% $41.5
Q3 2018 1,650,000 +250,000 +17.9% $81.1M 8.7% $49.2
Q2 2018 1,400,000 0 $71.5M 9.4% $51.1
Q1 2018 1,400,000 +1,000,000 +250.0% $73.1M 10.2% $52.2
Q4 2017 400,000 +400,000 $20.5M 3.2% $51.4
Q3 2017 0 1,125,000 -100.0% $0 0.0%
Q2 2017 1,125,000 +175,000 +18.4% $48.3M 7.8% $43.0
Q1 2017 950,000 +50,000 +5.6% $38.8M 6.3% $40.8
Q4 2016 900,000 300,000 -25.0% $35.5M 5.4% $39.5
Q3 2016 1,200,000 +350,000 +41.2% $37.9M 5.9% $31.6
Q2 2016 850,000 $21.5M 3.4% $25.3

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did PARK PRESIDIO CAPITAL LLC first disclose a SCHW position in 13F-HR filings?

PARK PRESIDIO CAPITAL LLC first reported CHARLES SCHWAB CORPORATION (SCHW) (SCHW) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.

What was PARK PRESIDIO CAPITAL LLC's most recent quarter-over-quarter share-count change in SCHW?

Between Q4 2025 and Q1 2026, PARK PRESIDIO CAPITAL LLC added 197,834 shares of SCHW (+18.1%), bringing the total reported position to 1,291,457 shares at a market value of $121.4M.

Does the implied price-per-share represent PARK PRESIDIO CAPITAL LLC's cost basis in SCHW?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.