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 4, decreased by 2 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: V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (added shares +9.45%), Bill Nygren - Oakmark Select Fund (added shares +5.39%), Parnassus Investments - Parnassus Endeavor Fund (added shares +10.2%) and Francois Rochon - Giverny Capital (added shares +3.65%).

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

2023 Q4 (5 results)
Parnassus Investments
+10.20%
+172,948
+0.24%
2.62%
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
+0.09%
2.70%
Donald Yacktman
-0.63%
-39,752
-0.03%
4.04%
Current price: $72.93 6.00% AVG reported price*: $68.80
2023 Q4 (1 result)
John W. Rogers Jr.
-2.88%
-16,725
-0.11%
3.64%
Current price: $72.93 6.00% Reported price*: $68.80
2023 Q3 (5 results)
Francois Rochon
+6.97%
+52,430
+0.16%
2.40%
V. D. Dodge, E. M. Cox
+0.53%
+280,500
+0.02%
3.20%
Bill Nygren
-0.25%
-12,000
-0.01%
5.31%
Donald Yacktman
-0.29%
-18,799
-0.01%
3.44%
Andrew R. Adams
-4.49%
-41,500
-0.05%
1.08%
Current price: $72.93 32.84% AVG reported price*: $54.90
2023 Q3 (2 results)
Ruane, Cunniff & Goldfarb
-2.70%
-82,886
-0.16%
5.75%
John W. Rogers Jr.
-7.25%
-45,500
-0.24%
3.13%
Current price: $72.93 32.84% 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%
+191,500
+0.01%
3.28%
Francois Rochon
-38.42%
-469,199
-1.40%
2.24%
Glenn Greenberg
-100.00%
-5,250
-0.01%
0.00%
Current price: $72.93 28.67% AVG reported price*: $56.68
2023 Q1 (10 results)
Bill Nygren
buy
+2,615,940
+3.05%
3.05%
Glenn Greenberg
buy
+5,250
+0.01%
0.00%
Paul Lountzis
buy
+8,019
+0.25%
0.25%
Donald Yacktman
+47.03%
+2,014,221
+1.04%
3.26%
John W. Rogers Jr.
+13.44%
+71,088
+0.55%
4.64%
V. D. Dodge, E. M. Cox
+1.62%
+835,400
+0.05%
3.14%
Francois Rochon
-1.73%
-21,524
-0.07%
3.85%
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: $72.93 39.23% AVG reported price*: $52.38
2022 Q4 (6 results)
Donald Yacktman
+19.69%
+704,635
+0.58%
3.55%
Francois Rochon
+1.16%
+14,303
+0.07%
6.40%
V. D. Dodge, E. M. Cox
-2.95%
-1,566,600
-0.15%
4.96%
Wallace Weitz
-7.69%
-25,000
-0.28%
0.00%
John Armitage
-18.49%
-2,154,288
-1.54%
0.00%
Andrew R. Adams
-20.28%
-235,000
-0.45%
1.78%
Current price: $72.93 12.41% AVG reported price*: $83.26
2022 Q4 (1 result)
John W. Rogers Jr.
-20.29%
-134,682
-0.99%
3.87%
Current price: $72.93 12.41% Reported price*: $83.26
2022 Q3 (6 results)
V. D. Dodge, E. M. Cox
+4.07%
+2,077,500
+0.19%
4.91%
Francois Rochon
+2.92%
+34,808
+0.17%
5.98%
Donald Yacktman
+2.63%
+91,653
+0.07%
2.80%
John W. Rogers Jr.
-6.93%
-49,385
-0.35%
4.69%
John Armitage
-7.23%
-908,475
-0.51%
6.50%
Andrew R. Adams
-19.53%
-281,300
-0.48%
1.97%
Current price: $72.93 1.47% AVG reported price*: $71.87
2022 Q2 (6 results)
John W. Rogers Jr.
+40.39%
+205,148
+1.18%
4.10%
John Armitage
+5.87%
+696,008
+0.30%
5.36%
V. D. Dodge, E. M. Cox
+5.59%
+2,704,300
+0.20%
3.86%
Francois Rochon
+3.54%
+40,860
+0.17%
4.97%
Donald Yacktman
+0.64%
+22,079
+0.01%
2.29%
Ruane, Cunniff & Goldfarb
-6.10%
-171,299
-0.34%
5.19%
Current price: $72.93 15.43% AVG reported price*: $63.18
49 of 236

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.