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Voleon Capital Management LP: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Voleon Capital Management LP on SCHW, newest first. How the timeline and the estimate are built.

Voleon Capital Management LP held 239,746 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 239,746 shares
    Change vs previous 13F +175,363 shares

    0.4% of the 13F portfolio, value $22,121,363.

    13F-HR 0001062993-26-004416 filed by Voleon Capital Management LP
    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 64,383 shares
    Change vs previous 13F -109,302 shares

    0.13% of the 13F portfolio, value $6,050,714.

    13F-HR 0001062993-26-002697 filed by Voleon Capital Management LP
    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 173,685 shares
    Change vs previous 13F -151,596 shares

    0.37% of the 13F portfolio, value $17,352,868.

    13F-HR 0001062993-26-000989 filed by Voleon Capital Management LP
    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 325,281 shares
    Change vs previous 13F +216,404 shares

    0.76% of the 13F portfolio, value $31,054,577.

    13F-HR 0001062993-25-016842 filed by Voleon Capital Management LP
    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 108,877 shares
    Change vs previous 13F +101,974 shares

    0.54% of the 13F portfolio, value $9,933,937.

    13F-HR 0001062993-25-014421 filed by Voleon Capital Management LP
    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 6,903 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $540,367.

    13F-HR 0001062993-25-009580 filed by Voleon Capital Management LP
    Filed (acceptance time not in the bulk data set), ingested

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