SCHW Stock Ownership Activity

SCHWAB (CHARLES) CORP 13F holders

11 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 5, decreased by 4 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 +4.19%), 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 John W. Rogers Jr. - Ariel Appreciation Fund (added shares +15.44%).

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

2022 Q4 (7 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%
John W. Rogers Jr.
-20.29%
-134,682
-0.99%
3.87%
Current price: $73.62 11.58% AVG 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: $73.62 2.43% 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: $73.62 16.52% 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: $73.62 12.68% AVG reported price*: $84.31
2021 Q4 (10 results)
Parnassus Investments
buy
+2,360,908
+3.67%
3.67%
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%
Glenn Greenberg
-100.00%
-707,943
-1.64%
0.00%
Current price: $73.62 12.46% AVG reported price*: $84.10
2021 Q3 (8 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%
Edgar Wachenheim III
-70.89%
-102,240
-0.25%
0.10%
Current price: $73.62 1.07% AVG reported price*: $72.84
45 of 248

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.