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Route One Investment Company, L.P.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Route One Investment Company, L.P. on SCHW, newest first. How the timeline and the estimate are built.

Route One Investment Company, L.P. held 2,189,893 SCHW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,189,893 shares
    Change vs previous 13F +507,650 shares

    8.36% of the 13F portfolio, value $202,061,427.

    13F-HR 0000935836-26-000421 filed by Route One Investment Company, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,682,243 shares
    Change vs previous 13F -156,100 shares

    6.92% of the 13F portfolio, value $158,097,197.

    13F-HR 0000935836-26-000267 filed by Route One Investment Company, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,838,343 shares
    Change vs previous 13F -405,850 shares

    7.66% of the 13F portfolio, value $183,668,849.

    13F-HR 0000935836-26-000110 filed by Route One Investment Company, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,244,193 shares
    Change vs previous 13F -271,150 shares

    8.55% of the 13F portfolio, value $214,253,106.

    13F-HR 0000935836-25-000701 filed by Route One Investment Company, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,515,343 shares
    Change vs previous 13F -858,600 shares

    10.04% of the 13F portfolio, value $229,499,895.

    13F-HR 0000935836-25-000531 filed by Route One Investment Company, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,373,943 shares
    Change vs previous 13F +100,000 shares

    11.01% of the 13F portfolio, value $264,112,258.

    13F-HR 0000935836-25-000376 filed by Route One Investment Company, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,273,943 shares
    Change vs previous 13F -438,900 shares

    9.47% of the 13F portfolio, value $242,304,521.

    13F-HR 0000935836-25-000177 filed by Route One Investment Company, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,712,843 shares
    Change vs previous 13F not available

    8.66% of the 13F portfolio, value $240,629,355.

    13F-HR 0000935836-24-000707 filed by Route One Investment Company, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).