Longaeva Partners L.P. SCHW SCHWAB CHARLES CORP

Ownership history in Longaeva Partners L.P.  ·  3 quarters on record

AI Ownership Summary

Longaeva Partners L.P. reported SCHWAB CHARLES CORP (SCHW) in 3 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 24.79% in 2025 Q1. The latest visible filing shows SCHW at 1.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Longaeva Partners L.P.'s position in SCHWAB CHARLES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHW was reported at 1.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
24.79% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Longaeva Partners L.P. held SCHW — position size vs. price
% of Fund (quarterly)    SCHW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 349,153 +270,487 +343.8% 1.21% $32.8M 2026-05-15 $90.88
2025 Q2 REDUCED 85.9% +6.5% 78,666 -480,634 -85.9% 1.47% $7.2M 2025-08-14 $96.83
2025 Q1 INITIATED 559,300 24.79% $43.8M 2025-05-15 $87.01

FAQ About Longaeva Partners L.P. and SCHW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Longaeva Partners L.P. reported owning SCHW?

Longaeva Partners L.P. reported SCHW across 3 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SCHW position in Longaeva Partners L.P.'s portfolio?

The largest reported portfolio weight for SCHW was 24.79% in 2025 Q1.

What is the latest reported SCHW position on this page?

The most recent filing on this page is 2026 Q1, when Longaeva Partners L.P. reported 349,153 shares, equal to 1.21% of portfolio, with an estimated market value of $32.8M.

What does the chart on this SCHW ownership page compare?

The chart compares Longaeva Partners L.P.'s quarterly SCHW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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