SCHW Stock Ownership Activity

SCHWAB (CHARLES) CORP 13F holders

8 value investing gurus have made changes to the SCHWAB (CHARLES) CORP (SCHW) position according to the gurus' latest SEC quarterly report(s). SCHW has been bought (as a new position) by 1, completely sold out by 1 guru(s), the number of SCHW shares has been increased by 3, decreased by 3 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 4 gurus: Ole Andreas Halvorsen - Viking Global Investors (new buy), Parnassus Investments - Parnassus Endeavor Fund (added shares +4.11%), Francois Rochon - Giverny Capital (added shares +7.58%) and Paul Lountzis - Lountzis Asset Management (added shares +15.34%).

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

2024 Q3 (7 results)
Ole Andreas Halvorsen
buy
+1,368,874
+0.55%
0.32%
Paul Lountzis
+15.34%
+953
+0.03%
0.19%
Francois Rochon
+7.58%
+65,959
+0.16%
2.31%
Parnassus Investments
+4.11%
+66,876
+0.09%
2.17%
Donald Yacktman
-8.51%
-502,361
-0.33%
3.59%
Andrew R. Adams
-18.29%
-150,000
-0.17%
0.76%
Nathaniel Simons
-100.00%
-3,180
-0.01%
0.00%
Current price: $80.64 24.42% AVG reported price*: $64.81
2024 Q2 (5 results)
Nathaniel Simons
buy
+3,180
+0.01%
0.00%
Francois Rochon
+0.97%
+8,382
+0.03%
2.71%
Donald Yacktman
-5.96%
-374,352
-0.26%
4.08%
Parnassus Investments
-12.90%
-241,147
-0.36%
2.45%
John W. Rogers Jr.
-31.64%
-148,724
-1.14%
2.46%
Current price: $80.64 9.43% AVG reported price*: $73.69
2024 Q1 (4 results)
Francois Rochon
+3.30%
+27,527
+0.03%
0.98%
Donald Yacktman
-0.56%
-18,037
-0.02%
2.08%
Andrew R. Adams
-7.08%
-59,687
-0.08%
1.04%
John W. Rogers Jr.
-16.81%
-49,876
-0.64%
1.66%
Current price: $80.64 11.47% AVG reported price*: $72.34
2023 Q4 (6 results)
Parnassus Investments
+10.20%
+159,112
+0.24%
2.41%
V. D. Dodge, E. M. Cox
+9.45%
+4,999,135
+0.35%
4.10%
Bill Nygren
+5.39%
+258,000
+0.31%
6.05%
Francois Rochon
+3.65%
+29,343
+0.06%
1.75%
Donald Yacktman
-0.63%
-28,422
-0.03%
2.89%
John W. Rogers Jr.
-2.88%
-16,725
-0.11%
3.64%
Current price: $80.64 17.21% AVG reported price*: $68.80
2023 Q3 (7 results)
Francois Rochon
+6.97%
+45,089
+0.16%
2.06%
V. D. Dodge, E. M. Cox
+0.53%
+172,507
+0.02%
1.97%
Bill Nygren
-0.25%
-12,000
-0.01%
5.31%
Donald Yacktman
-0.29%
-18,799
-0.01%
3.44%
Ruane, Cunniff & Goldfarb
-2.70%
-82,886
-0.16%
5.75%
Andrew R. Adams
-4.49%
-41,500
-0.05%
1.08%
John W. Rogers Jr.
-7.25%
-44,362
-0.24%
3.05%
Current price: $80.64 46.89% AVG reported price*: $54.90
2023 Q2 (7 results)
Bill Nygren
+83.56%
+2,186,000
+2.49%
5.46%
Ruane, Cunniff & Goldfarb
+16.19%
+427,160
+0.81%
5.84%
John W. Rogers Jr.
+4.52%
+27,130
+0.14%
3.20%
Donald Yacktman
+1.23%
+77,743
+0.04%
3.43%
V. D. Dodge, E. M. Cox
+0.37%
+108,197
+0.01%
1.85%
Francois Rochon
-38.42%
-469,199
-1.40%
2.24%
Glenn Greenberg
-100.00%
-3,491
-0.01%
0.00%
Current price: $80.64 42.27% AVG reported price*: $56.68
2023 Q1 (10 results)
Paul Lountzis
buy
+8,019
+0.25%
0.25%
Bill Nygren
buy
+2,615,940
+3.05%
3.05%
Glenn Greenberg
buy
+3,491
+0.01%
0.00%
Donald Yacktman
+47.03%
+1,500,594
+1.04%
2.43%
John W. Rogers Jr.
+13.44%
+71,088
+0.55%
4.64%
V. D. Dodge, E. M. Cox
+1.62%
+747,683
+0.05%
2.81%
Francois Rochon
-1.73%
-17,219
-0.07%
3.08%
Parnassus Investments
-28.17%
-664,951
-0.75%
1.91%
John Armitage
-100.00%
-9,498,276
-8.54%
0.00%
Wallace Weitz
-100.00%
-300,000
-3.21%
0.00%
Current price: $80.64 53.95% AVG reported price*: $52.38
46 of 244

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.