SCHW Stock Ownership Activity

SCHWAB (CHARLES) CORP 13F holders

7 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 6, decreased by 1 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 6 gurus, out of those top 5 purchases (by % change to portfolio) have been made by V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (added shares +5.59%), John Armitage - Egerton Capital (added shares +5.87%), John W. Rogers Jr. - Ariel Appreciation Fund (added shares +40.39%), Francois Rochon - Giverny Capital (added shares +3.54%) and Andrew R. Adams - Mairs & Power Growth Fund (added shares +2.13%).

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

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: $75.99 20.28% AVG reported price*: $63.18
2022 Q1 (8 results)
John W. Rogers Jr.
+9.02%
+42,027
+0.27%
3.31%
Andrew R. Adams
+2.13%
+30,000
+0.05%
2.23%
Francois Rochon
+0.91%
+10,422
+0.05%
5.49%
Donald Yacktman
-0.77%
-26,807
-0.02%
2.61%
Ruane, Cunniff & Goldfarb
-4.58%
-134,980
-0.28%
5.87%
Edgar Wachenheim III
-11.11%
-2,500
-0.01%
0.04%
John Armitage
-18.13%
-2,628,353
-1.17%
5.27%
Wallace Weitz
-43.48%
-250,000
-2.27%
2.95%
Current price: $75.99 9.87% AVG reported price*: $84.31
2021 Q4 (10 results)
Andrew R. Adams
+26.79%
+298,000
+0.42%
1.99%
Francois Rochon
+2.09%
+23,350
+0.10%
5.13%
John Armitage
+1.61%
+229,094
+0.09%
5.68%
Donald Yacktman
+0.62%
+21,460
+0.02%
2.62%
Ruane, Cunniff & Goldfarb
-3.75%
-114,584
-0.20%
5.10%
Wallace Weitz
-4.17%
-25,000
-0.21%
4.73%
John W. Rogers Jr.
-15.43%
-85,026
-0.51%
2.80%
Edgar Wachenheim III
-46.41%
-19,487
-0.04%
0.05%
Parnassus Investments
-97.44%
-89,966,234
-139.74%
3.67%
Glenn Greenberg
-100.00%
-707,943
-1.64%
0.00%
Current price: $75.99 9.64% AVG reported price*: $84.10
2021 Q3 (9 results)
John Armitage
+126.24%
+7,959,247
+2.76%
4.94%
Andrew R. Adams
+32.21%
+271,000
+0.36%
1.48%
Francois Rochon
+4.79%
+51,121
+0.22%
4.86%
V. D. Dodge, E. M. Cox
+1.70%
+810,900
+0.07%
3.91%
Donald Yacktman
-0.33%
-11,613
-0.01%
2.43%
Glenn Greenberg
-1.85%
-13,350
-0.03%
0.00%
John W. Rogers Jr.
-9.03%
-54,676
-0.29%
2.94%
Parnassus Investments
-13.98%
-15,010,883
-0.56%
3.46%
Edgar Wachenheim III
-70.89%
-102,240
-0.25%
0.10%
Current price: $75.99 16.99% AVG reported price*: $64.95
2021 Q2 (8 results)
John Armitage
buy
+6,305,043
+2.28%
2.28%
Francois Rochon
+4.50%
+45,988
+0.20%
4.73%
Donald Yacktman
-0.48%
-16,765
-0.01%
2.46%
Glenn Greenberg
-1.77%
-12,995
-0.03%
1.80%
Ruane, Cunniff & Goldfarb
-6.32%
-206,294
-0.31%
4.66%
Wallace Weitz
-11.76%
-80,000
-0.61%
4.58%
John W. Rogers Jr.
-16.95%
-123,600
-0.64%
3.12%
Edgar Wachenheim III
-88.50%
-1,110,460
-2.36%
0.31%
Current price: $75.99 4.37% AVG reported price*: $72.81
2021 Q1 (7 results)
Francois Rochon
+2.42%
+24,177
+0.11%
4.46%
Donald Yacktman
+1.05%
+36,200
+0.02%
2.38%
V. D. Dodge, E. M. Cox
-9.24%
-4,847,000
-0.40%
3.95%
Wallace Weitz
-12.26%
-95,000
-0.68%
4.84%
Parnassus Investments
-19.46%
-25,933,316
-1.14%
4.73%
Edgar Wachenheim III
-28.16%
-491,730
-0.72%
1.85%
Glenn Greenberg
-68.34%
-1,584,709
-3.37%
1.56%
Current price: $75.99 35.39% AVG reported price*: $56.13
48 of 193

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.