SCHW Stock Ownership Activity

SCHWAB (CHARLES) CORP 13F holders

9 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 2, decreased by 7 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: Ole Andreas Halvorsen - Viking Global Investors (added shares +526.46%) and Francois Rochon - Giverny Capital (added shares +1.3%).

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
2023 Q1 (10 results)
Bill Nygren
Oakmark Select Fund
buy
+2,615,940
+3.05%
3.05%
Glenn Greenberg
Brave Warrior Advisors
buy
+5,250
+0.01%
0.00%
Paul Lountzis
Lountzis Asset Management
buy
+8,019
+0.25%
0.25%
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: $78.59 50.04% 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: $78.59 5.61% AVG reported price*: $83.26
2022 Q3 (6 results)
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+4.07%
+2,077,500
+0.19%
4.91%
Francois Rochon
Giverny Capital
+2.92%
+34,808
+0.17%
5.98%
Donald Yacktman
Yacktman Asset Management
+2.63%
+91,653
+0.07%
2.80%
John W. Rogers Jr.
Ariel Appreciation Fund
-6.93%
-49,385
-0.35%
4.69%
John Armitage
Egerton Capital
-7.23%
-908,475
-0.51%
6.50%
Andrew R. Adams
Mairs & Power Growth Fund
-19.53%
-281,300
-0.48%
1.97%
Current price: $78.59 9.35% AVG reported price*: $71.87
2022 Q2 (6 results)
John W. Rogers Jr.
Ariel Appreciation Fund
+40.39%
+205,148
+1.18%
4.10%
John Armitage
Egerton Capital
+5.87%
+696,008
+0.30%
5.36%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+5.59%
+2,704,300
+0.20%
3.86%
Francois Rochon
Giverny Capital
+3.54%
+40,860
+0.17%
4.97%
Donald Yacktman
Yacktman Asset Management
+0.64%
+22,079
+0.01%
2.29%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-6.10%
-171,299
-0.34%
5.19%
Current price: $78.59 24.39% AVG reported price*: $63.18
2022 Q1 (8 results)
John W. Rogers Jr.
Ariel Appreciation Fund
+9.02%
+42,027
+0.27%
3.31%
Andrew R. Adams
Mairs & Power Growth Fund
+2.13%
+30,000
+0.05%
2.23%
Francois Rochon
Giverny Capital
+0.91%
+10,422
+0.05%
5.49%
Donald Yacktman
Yacktman Asset Management
-0.77%
-26,807
-0.02%
2.61%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-4.58%
-134,980
-0.28%
5.87%
Edgar Wachenheim III
Greenhaven Associates
-11.11%
-2,500
-0.01%
0.04%
John Armitage
Egerton Capital
-18.13%
-2,628,353
-1.17%
5.27%
Wallace Weitz
Weitz Value Fund
-43.48%
-250,000
-2.27%
2.95%
Current price: $78.59 6.78% AVG reported price*: $84.31
2021 Q4 (10 results)
Parnassus Investments
Parnassus Endeavor Fund
buy
+2,360,908
+3.67%
3.67%
Andrew R. Adams
Mairs & Power Growth Fund
+26.79%
+298,000
+0.42%
1.99%
Francois Rochon
Giverny Capital
+2.09%
+23,350
+0.10%
5.13%
John Armitage
Egerton Capital
+1.61%
+229,094
+0.09%
5.68%
Donald Yacktman
Yacktman Asset Management
+0.62%
+21,460
+0.02%
2.62%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-3.75%
-114,584
-0.20%
5.10%
Wallace Weitz
Weitz Value Fund
-4.17%
-25,000
-0.21%
4.73%
John W. Rogers Jr.
Ariel Appreciation Fund
-15.43%
-85,026
-0.51%
2.80%
Edgar Wachenheim III
Greenhaven Associates
-46.41%
-19,487
-0.04%
0.05%
Glenn Greenberg
Brave Warrior Advisors
-100.00%
-707,943
-1.64%
0.00%
Current price: $78.59 6.55% AVG reported price*: $84.10
47 of 257

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.