SCHW Stock Ownership Activity

SCHWAB (CHARLES) CORP 13F holders

5 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 guru(s), the number of SCHW shares has been increased by 1, 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 2 gurus: Francois Rochon - Giverny Capital (added shares +0.97%) and Nathaniel Simons - Meritage Group (new buy).

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
2024 Q2 (5 results)
Nathaniel Simons
Meritage Group
buy
+3,180
+0.01%
0.01%
Francois Rochon
Giverny Capital
+0.97%
+8,382
+0.03%
2.71%
Donald Yacktman
Yacktman Asset Management
-5.96%
-374,352
-0.26%
4.08%
Parnassus Investments
Parnassus Endeavor Fund
-12.90%
-241,147
-0.36%
2.45%
John W. Rogers Jr.
Ariel Appreciation Fund
-31.64%
-148,724
-1.14%
2.46%
Current price: $63.56 13.75% AVG reported price*: $73.69
2024 Q1 (4 results)
Francois Rochon
Giverny Capital
+3.30%
+27,527
+0.03%
0.98%
Donald Yacktman
Yacktman Asset Management
-0.56%
-35,367
-0.02%
4.09%
Andrew R. Adams
Mairs & Power Growth Fund
-7.08%
-62,500
-0.08%
1.08%
John W. Rogers Jr.
Ariel Appreciation Fund
-16.81%
-95,002
-0.64%
3.17%
Current price: $63.56 12.14% AVG reported price*: $72.34
2023 Q4 (6 results)
Parnassus Investments
Parnassus Endeavor Fund
+10.20%
+172,948
+0.24%
2.62%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+9.45%
+4,999,135
+0.35%
4.10%
Bill Nygren
Oakmark Select Fund
+5.39%
+258,000
+0.31%
6.05%
Francois Rochon
Giverny Capital
+3.65%
+29,343
+0.06%
1.75%
Donald Yacktman
Yacktman Asset Management
-0.63%
-39,752
-0.03%
4.04%
John W. Rogers Jr.
Ariel Appreciation Fund
-2.88%
-16,725
-0.11%
3.64%
Current price: $63.56 7.62% AVG reported price*: $68.80
2023 Q3 (7 results)
Francois Rochon
Giverny Capital
+6.97%
+52,430
+0.16%
2.40%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+0.53%
+280,500
+0.02%
3.20%
Bill Nygren
Oakmark Select Fund
-0.25%
-12,000
-0.01%
5.31%
Donald Yacktman
Yacktman Asset Management
-0.29%
-18,799
-0.01%
3.44%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-2.70%
-82,886
-0.16%
5.75%
Andrew R. Adams
Mairs & Power Growth Fund
-4.49%
-41,500
-0.05%
1.08%
John W. Rogers Jr.
Ariel Appreciation Fund
-7.25%
-45,500
-0.24%
3.13%
Current price: $63.56 15.77% AVG reported price*: $54.90
2023 Q2 (7 results)
Bill Nygren
Oakmark Select Fund
+83.56%
+2,186,000
+2.49%
5.46%
Ruane, Cunniff & Goldfarb
Sequoia Fund
+16.19%
+427,160
+0.81%
5.84%
John W. Rogers Jr.
Ariel Appreciation Fund
+4.52%
+27,130
+0.14%
3.20%
Donald Yacktman
Yacktman Asset Management
+1.23%
+77,743
+0.04%
3.43%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+0.37%
+191,500
+0.01%
3.28%
Francois Rochon
Giverny Capital
-38.42%
-469,199
-1.40%
2.24%
Glenn Greenberg
Brave Warrior Advisors
-100.00%
-5,250
-0.01%
0.00%
Current price: $63.56 12.14% AVG reported price*: $56.68
2023 Q1 (10 results)
Bill Nygren
Oakmark Select Fund
buy
+2,615,940
+3.05%
3.05%
Paul Lountzis
Lountzis Asset Management
buy
+8,019
+0.25%
0.25%
Glenn Greenberg
Brave Warrior Advisors
buy
+5,250
+0.01%
0.00%
Donald Yacktman
Yacktman Asset Management
+47.03%
+2,014,221
+1.04%
3.26%
John W. Rogers Jr.
Ariel Appreciation Fund
+13.44%
+71,088
+0.55%
4.64%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+1.62%
+835,400
+0.05%
3.14%
Francois Rochon
Giverny Capital
-1.73%
-21,524
-0.07%
3.85%
Parnassus Investments
Parnassus Endeavor Fund
-28.17%
-664,951
-0.75%
1.91%
John Armitage
Egerton Capital
-100.00%
-9,498,276
-8.54%
0.00%
Wallace Weitz
Weitz Value Fund
-100.00%
-300,000
-3.21%
0.00%
Current price: $63.56 21.35% AVG reported price*: $52.38
2022 Q4 (7 results)
Donald Yacktman
Yacktman Asset Management
+19.69%
+704,635
+0.58%
3.55%
Francois Rochon
Giverny Capital
+1.16%
+14,303
+0.07%
6.40%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-2.95%
-1,566,600
-0.15%
4.96%
Wallace Weitz
Weitz Value Fund
-7.69%
-25,000
-0.28%
0.00%
John Armitage
Egerton Capital
-18.49%
-2,154,288
-1.54%
0.00%
Andrew R. Adams
Mairs & Power Growth Fund
-20.28%
-235,000
-0.45%
1.78%
John W. Rogers Jr.
Ariel Appreciation Fund
-20.29%
-134,682
-0.99%
3.87%
Current price: $63.56 23.66% AVG reported price*: $83.26
46 of 237

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.