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 completely sold out by 1 guru(s), the number of SCHW shares has been increased by 1, decreased by 6 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 Francois Rochon - Giverny Capital (added shares +65.16%).

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
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: $93.54 2.52% 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: $93.54 19.01% 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: $93.54 26.39% AVG reported price*: $74.01
2024 Q3 (11 results)
Ole Andreas Halvorsen
Viking Global Investors
buy
+2,339,956
+0.55%
0.55%
John W. Rogers Jr.
Ariel Appreciation Fund
+15.44%
+49,607
+0.32%
2.38%
Paul Lountzis
Lountzis Asset Management
+15.34%
+1,230
+0.03%
0.25%
Francois Rochon
Giverny Capital
+7.58%
+65,959
+0.16%
2.31%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+4.19%
+2,424,800
+0.14%
3.47%
Parnassus Investments
Parnassus Endeavor Fund
+4.11%
+66,876
+0.09%
2.17%
Bill Nygren
Oakmark Select Fund
-0.14%
-7,000
-0.01%
5.22%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-6.48%
-193,380
-0.35%
5.11%
Donald Yacktman
Yacktman Asset Management
-8.51%
-502,361
-0.33%
3.59%
Andrew R. Adams
Mairs & Power Growth Fund
-18.29%
-150,000
-0.17%
0.76%
Nathaniel Simons
Meritage Group
-100.00%
-3,180
-0.01%
0.00%
Current price: $93.54 44.33% AVG reported price*: $64.81
2024 Q2 (5 results)
Nathaniel Simons
Meritage Group
buy
+3,180
+0.01%
0.00%
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: $93.54 26.94% 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: $93.54 29.31% 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: $93.54 35.96% AVG reported price*: $68.80
50 of 272

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.