SCHWAB (CHARLES) CORP

SCHW stock holders 13F

11 superinvestors reported owning SCHW (Common Stock) according to the gurus' latest reports.

Top 5 gurus who own (SCHW) SCHWAB (CHARLES) CORP

The top 5 super investors (holders) owning SCHW (by the percentage (%) of portfolio) are Ruane, Cunniff & Goldfarb - Sequoia Fund (6.48%), Bill Nygren - Oakmark Select Fund (6.44%), V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (4.03%), Donald Yacktman - Yacktman Asset Management (3.59%) and John W. Rogers Jr. - Ariel Appreciation Fund (2.46%) as of their latest reports.

To check the latest activities of the top SCHW shareholders between value investors, please click on the "Activity" tab.

To see the historical data of SCHW's holders please click on the "HOLDING" dropdown menu and select the date.

# of holders: 11
Period: Varies - latest report of each guru
(holdings/ownership)
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Andrew R. Adams
Mairs & Power Growth Fund
0.76%
670,000
$64.81
$43,422,700
-18.29% (-150,000)
-0.17%
Bill Nygren
Oakmark Select Fund
6.44%
5,047,940
$73.69
$371,982,698
Donald Yacktman
Yacktman Asset Management
3.59%
5,404,281
$64.81
$350,251,452
-8.51% (-502,361)
-0.33%
Edgar Wachenheim III
Greenhaven Associates
0.02%
20,000
$64.81
$1,296,200
Francois Rochon
Giverny Capital
2.31%
935,772
$64.81
$60,647,383
+7.58% (+65,959)
+0.16%
John W. Rogers Jr.
Ariel Appreciation Fund
2.46%
321,273
$73.69
$23,674,607
-31.64% (-148,724)
-1.14%
Ole Andreas Halvorsen
Viking Global Investors
0.55%
2,339,956
$64.81
$151,652,548
buy
+0.55%
Parnassus Investments
Parnassus Endeavor Fund
2.17%
1,694,634
$64.81
$109,829,229
+4.11% (+66,876)
+0.09%
Paul Lountzis
Lountzis Asset Management
0.25%
9,249
$64.81
$599,427
+15.34% (+1,230)
+0.03%
Ruane, Cunniff & Goldfarb
Sequoia Fund
6.48%
2,982,798
$73.69
$219,802,384
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
4.03%
57,921,035
$73.69
$4,268,201,069
Current price: $80.64 24.43% 2024 Q3 AVG reported hold price*: $64.81
9.43% 2024 Q2 AVG reported hold price*: $73.69

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
Nathaniel Simons
Meritage Group
3,180
-0.01%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.