SCHW Stock Ownership Activity

SCHWAB (CHARLES) CORP 13F holders

6 value investing gurus have made changes to the SCHWAB (CHARLES) CORP (SCHW) position according to the gurus' latest SEC quarterly report(s). The number of SCHW shares has been increased by 2, decreased by 4 super investor(s).

Which gurus or hedge funds are buying SCHW now?

According to the latest SEC filing(s) SCHWAB (CHARLES) CORP (SCHW) has been bought by 2 gurus: Ole Andreas Halvorsen - Viking Global Investors (added shares +5.71%) and John W. Rogers Jr. - Ariel Appreciation Fund (added shares +15.09%).

To see more about who is investing in SCHWAB (CHARLES) CORP (SCHW), please go to the SCHW ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (6 results)
John W. Rogers Jr.
Ariel Appreciation Fund
+15.09%
+29,258
+0.31%
2.40%
Ole Andreas Halvorsen
Viking Global Investors
+5.71%
+792,049
+0.21%
3.86%
Donald Yacktman
Yacktman Asset Management
-0.80%
-31,684
-0.04%
4.89%
Parnassus Investments
Parnassus Endeavor Fund
-1.16%
-14,949
-0.03%
2.60%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-1.66%
-867,900
-0.07%
4.25%
Francois Rochon
Giverny Capital
-3.12%
-49,455
-0.17%
5.29%
Current price: $86.59 7.86% AVG reported price*: $93.98
2025 Q4 (9 results)
Francois Rochon
Giverny Capital
+0.63%
+9,885
+0.03%
5.28%
Paul Lountzis
Lountzis Asset Management
-4.29%
-217
-0.01%
0.17%
Parnassus Investments
Parnassus Endeavor Fund
-4.43%
-59,840
-0.13%
2.71%
Bill Nygren
Oakmark Select Fund
-4.68%
-158,400
-0.20%
4.14%
Donald Yacktman
Yacktman Asset Management
-6.15%
-258,106
-0.36%
5.51%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-8.88%
-5,089,300
-0.43%
4.41%
Ole Andreas Halvorsen
Viking Global Investors
-16.34%
-2,710,196
-0.72%
3.68%
Edgar Wachenheim III
Greenhaven Associates
-16.67%
-2,500
-0.00%
0.02%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-27.54%
-635,339
-1.74%
4.59%
Current price: $86.59 13.33% AVG reported price*: $99.91
2025 Q3 (10 results)
Ole Andreas Halvorsen
Viking Global Investors
+5.13%
+809,876
+0.20%
4.11%
Parnassus Investments
Parnassus Endeavor Fund
+3.74%
+48,796
+0.10%
2.74%
Francois Rochon
Giverny Capital
+0.53%
+8,281
+0.03%
5.10%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-1.07%
-618,100
-0.05%
4.62%
Paul Lountzis
Lountzis Asset Management
-2.01%
-104
-0.00%
0.16%
Donald Yacktman
Yacktman Asset Management
-8.12%
-370,728
-0.49%
5.52%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-8.89%
-225,012
-0.58%
5.97%
Bill Nygren
Oakmark Select Fund
-11.81%
-453,600
-0.60%
4.50%
John W. Rogers Jr.
Ariel Appreciation Fund
-13.19%
-29,448
-0.31%
2.06%
Edgar Wachenheim III
Greenhaven Associates
-25.00%
-5,000
-0.01%
0.02%
Current price: $86.59 9.30% AVG reported price*: $95.47
2025 Q2 (8 results)
Francois Rochon
Giverny Capital
+65.16%
+618,429
+1.94%
4.90%
Parnassus Investments
Parnassus Endeavor Fund
-0.11%
-1,402
-0.00%
2.62%
Donald Yacktman
Yacktman Asset Management
-3.05%
-143,669
-0.18%
5.60%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-3.90%
-2,353,200
-0.19%
4.67%
Ole Andreas Halvorsen
Viking Global Investors
-10.97%
-1,943,492
-0.51%
4.16%
Bill Nygren
Oakmark Select Fund
-21.06%
-1,024,700
-1.35%
5.05%
John W. Rogers Jr.
Ariel Appreciation Fund
-33.48%
-112,370
-1.21%
2.40%
Andrew R. Adams
Mairs & Power Growth Fund
-100.00%
-32,100
-0.05%
0.00%
Current price: $86.59 5.10% AVG reported price*: $91.24
2025 Q1 (7 results)
Ole Andreas Halvorsen
Viking Global Investors
+20.86%
+3,057,773
+0.76%
4.41%
Bill Nygren
Oakmark Select Fund
+4.42%
+206,000
+0.24%
5.76%
Francois Rochon
Giverny Capital
+0.12%
+1,139
+0.00%
2.74%
Donald Yacktman
Yacktman Asset Management
-3.39%
-165,027
-0.17%
4.85%
Parnassus Investments
Parnassus Endeavor Fund
-23.01%
-389,960
-0.68%
2.28%
Paul Lountzis
Lountzis Asset Management
-43.33%
-3,950
-0.12%
0.16%
Andrew R. Adams
Mairs & Power Growth Fund
-94.22%
-522,900
-0.80%
0.00%
Current price: $86.59 10.17% AVG reported price*: $78.60
2024 Q4 (9 results)
Ole Andreas Halvorsen
Viking Global Investors
+526.46%
+12,318,988
+2.95%
3.51%
Francois Rochon
Giverny Capital
+1.30%
+12,155
+0.03%
2.56%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-0.10%
-60,100
-0.00%
4.06%
Paul Lountzis
Lountzis Asset Management
-1.44%
-133
-0.00%
0.29%
Bill Nygren
Oakmark Select Fund
-7.56%
-381,000
-0.42%
5.09%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-9.22%
-257,279
-0.59%
5.79%
John W. Rogers Jr.
Ariel Appreciation Fund
-9.50%
-35,221
-0.27%
2.60%
Donald Yacktman
Yacktman Asset Management
-9.81%
-530,211
-0.46%
4.22%
Andrew R. Adams
Mairs & Power Growth Fund
-17.16%
-115,000
-0.16%
0.75%
Current price: $86.59 17.00% AVG reported price*: $74.01
49 of 297

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.