Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  Charles Schwab Corp. (SCHW)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2020   Q2 0 0.00 Sell 100.00% 1.54 SEC
2020   Q1 412,300 1.54 Reduce 84.44% 9.16 $33.62 $13,861,000 SEC
2019   Q4 2,650,000 10.85 Reduce 15.87% 2.00 $47.56 $126,034,000 SEC
2019   Q3 3,150,000 12.62 Add 19.88% 2.09 $41.83 $131,764,000 SEC
2019   Q2 2,627,611 10.68 $40.19 $105,604,000 SEC
2019   Q1 2,627,611 12.98 $42.76 $112,357,000 SEC
2018   Q4 2,627,611 13.35 Reduce 4.01% 0.56 $41.53 $109,125,000 SEC
2018   Q3 2,737,265 13.98 $49.15 $134,537,000 SEC
2018   Q2 2,737,265 14.76 Reduce 0.01% <0.01 $51.10 $139,874,000 SEC
2018   Q1 2,737,565 16.06 Add 9.50% 1.39 $52.22 $142,956,000 SEC
2017   Q4 2,500,000 14.54 $51.37 $128,425,000 SEC
2017   Q3 2,500,000 13.26 Add 25.00% 2.65 $43.74 $109,350,000 SEC
2017   Q2 2,000,000 11.27 $42.96 $85,920,000 SEC
2017   Q1 2,000,000 10.85 Reduce 11.31% 1.71 $40.81 $81,620,000 SEC
2016   Q4 2,255,000 15.11 Reduce 29.64% 4.72 $39.47 $89,005,000 SEC
2016   Q3 3,205,000 15.94 Add 6.83% 1.02 $31.57 $101,182,000 SEC
2016   Q2 3,000,000 13.64 $25.31 $75,930,000 SEC
2016   Q1 3,000,000 15.17 $28.02 $84,060,000 SEC
2015   Q4 3,000,000 20.43 $32.93 $98,790,000 SEC
2015   Q3 3,000,000 18.13 Add 20.00% 3.02 $28.56 $85,680,000 SEC
2015   Q2 2,500,000 20.85 $32.65 $81,625,000 SEC
2015   Q1 2,500,000 21.63 $30.44 $76,100,000 SEC
2014   Q4 2,500,000 26.84 Add 11.11% 2.68 $30.19 $75,475,000 SEC
2014   Q3 2,250,000 30.66 $29.39 $66,128,000 SEC
2014   Q2 2,250,000 29.98 $26.93 $60,592,000 SEC
2014   Q1 2,250,000 28.62 $27.33 $61,493,000 SEC
2013   Q4 2,250,000 19.49 $26.00 $58,500,000 SEC
2013   Q3 2,250,000 14.50 Reduce 24.42% 4.33 $21.14 $47,565,000 SEC
2013   Q2 2,977,160 17.71 $21.23 $63,205,000 SEC
2013   Q1 2,977,160 15.19 $17.69 $52,666,000 SEC
2012   Q4 2,977,160 12.07 $14.36 $42,752,000 SEC
2012   Q3 2,977,160 11.27 $12.79 $38,063,000 SEC
2012   Q2 2,977,160 12.14 Add 50.58% 4.08 $12.93 $38,495,000 SEC
2012   Q1 1,977,160 9.28 Buy 9.28 $14.37 $28,412,000 SEC