Decision Timeline

SCHW, decision by decision.

Not just who owns it now. This is the sequence of material choices managers reported, when each choice became visible, and the observed result after disclosure.

Material decisions: 15
Buy / add: 8
Trim / exit: 7

Eight-quarter evidence

5 reported quarters

Q1 2026
filed May 15, 2026
45d lag
EXITEXIT
Lee Ainslie · 1.3% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2026
filed May 15, 2026
45d lag
TRIM-46.1%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
+15.2% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 17, 2026
48d lag
ADD+21.2%
Joel Greenblatt · 0.3% of reported portfolio
Original SEC filing ↗
-10.7% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2025
filed Feb 13, 2026
44d lag
ADD+44.0%
Lee Ainslie · 1.3% of reported portfolio
Original SEC filing ↗
-10.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 14, 2025
45d lag
EXITEXIT
Lee Ainslie · 2.0% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-95.3%
Joel Greenblatt · 1.6% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 14, 2025
45d lag
TRIM-27.3%
John Rogers · 0.5% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction supported so far
Q2 2025
filed Aug 13, 2025
44d lag
ADD+65.2%
Francois Rochon · 4.9% of reported portfolio
Original SEC filing ↗
-7.9% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 15, 2025
45d lag
ADD+20.9%
Viking Global Investors · 4.4% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
NEWNEW
Lee Ainslie · 2.0% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
ADD+879.8%
Joel Greenblatt · 1.6% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed May 15, 2025
45d lag
TRIM-53.8%
Mairs & Power Funds · 0.8% of reported portfolio
Original SEC filing ↗
+0.1% vs SPY
63 sessions after disclosure
direction not supported so far
Q1 2025
filed May 12, 2025
42d lag
EXITEXIT
First Eagle Investment Management · 0.5% of reported portfolio
Original SEC filing ↗
+5.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+526.5%
Viking Global Investors · 3.5% of reported portfolio
Original SEC filing ↗
+11.7% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Feb 14, 2025
45d lag
ADD+22.3%
Joel Greenblatt · 0.1% of reported portfolio
Original SEC filing ↗
+11.7% vs SPY
63 sessions after disclosure
direction supported so far

Latticework Follow

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Material means a new or exited position, or at least a 20% share-count change, with at least 0.5% portfolio weight or $100 million reported value. Share counts are adjusted for confirmed splits. Outcomes start after disclosure, not at an invented trade date, and are not manager returns.