SCHW Stock Ownership Activity

SCHWAB (CHARLES) CORP 13F holders

6 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 4, decreased by 2 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 4 gurus: V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (added shares +9.45%), Bill Nygren - Oakmark Select Fund (added shares +5.39%), Parnassus Investments - Parnassus Endeavor Fund (added shares +10.2%) and Francois Rochon - Giverny Capital (added shares +3.65%).

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

2019 Q1 (3 results)
Francois Rochon
+10.95%
+72,778
+0.36%
3.62%
Glenn Greenberg
-42.25%
-2,529,765
-5.44%
7.43%
David Rolfe
-46.23%
-781,645
-2.44%
2.84%
Current price: $74.71 74.72% AVG reported price*: $42.76
2018 Q4 (5 results)
Francois Rochon
+31.26%
+158,217
+0.87%
3.64%
David Rolfe
+10.96%
+167,009
+0.46%
4.66%
Glenn Greenberg
+2.54%
+148,449
+0.31%
12.65%
Stuart Mclaughlin
-4.01%
-109,654
-0.56%
13.35%
John Armitage
-100.00%
-6,493,542
-2.66%
0.00%
Current price: $74.71 79.90% AVG reported price*: $41.53
2018 Q3 (4 results)
Francois Rochon
buy
+506,129
+2.82%
2.82%
Glenn Greenberg
+0.01%
+711
+0.00%
12.22%
David Rolfe
-5.82%
-94,240
-0.23%
3.75%
John Armitage
-39.15%
-4,178,115
-1.52%
0.00%
Current price: $74.71 52.00% AVG reported price*: $49.15
2018 Q2 (5 results)
David Rolfe
+6.74%
+102,170
+0.26%
4.17%
John Armitage
+0.24%
+25,723
+0.01%
4.17%
Stuart Mclaughlin
-0.01%
-300
-0.00%
14.76%
Glenn Greenberg
-0.63%
-36,923
-0.08%
12.22%
James Crichton
-100.00%
-1,250,000
-4.01%
0.00%
Current price: $74.71 46.20% AVG reported price*: $51.10
2018 Q1 (5 results)
James Crichton
buy
+1,250,000
+3.93%
0.00%
Stuart Mclaughlin
+9.50%
+237,565
+1.39%
16.06%
John Armitage
+2.80%
+289,493
+0.12%
4.52%
Glenn Greenberg
-7.04%
-444,639
-1.02%
13.48%
David Rolfe
-12.58%
-218,183
-0.52%
3.64%
Current price: $74.71 43.07% AVG reported price*: $52.22
2017 Q4 (3 results)
John Armitage
-2.93%
-312,675
-0.14%
4.66%
Glenn Greenberg
-11.52%
-823,096
-1.80%
13.84%
David Rolfe
-25.51%
-593,873
-1.23%
3.60%
Current price: $74.71 45.44% AVG reported price*: $51.37
2017 Q3 (4 results)
Stuart Mclaughlin
+25.00%
+500,000
+2.65%
13.26%
John Armitage
-0.49%
-52,755
-0.02%
4.17%
Glenn Greenberg
-2.18%
-159,283
-0.34%
15.12%
David Rolfe
-16.77%
-469,099
-0.70%
3.47%
Current price: $74.71 70.81% AVG reported price*: $43.74
2017 Q2 (4 results)
John Armitage
+24.01%
+2,075,571
+0.89%
4.62%
Glenn Greenberg
-4.57%
-349,347
-0.66%
13.86%
David Rolfe
-23.12%
-841,178
-1.11%
3.68%
Ole Andreas Halvorsen
-100.00%
-10,580,054
-2.91%
0.00%
Current price: $74.71 73.91% AVG reported price*: $42.96
2017 Q1 (6 results)
Ole Andreas Halvorsen
+31.31%
+2,522,478
+0.45%
0.00%
Glenn Greenberg
-6.74%
-553,078
-1.08%
14.91%
Stuart Mclaughlin
-11.31%
-255,000
-1.38%
10.85%
John Armitage
-13.59%
-1,360,216
-0.60%
3.82%
David Rolfe
-19.76%
-896,108
-0.94%
3.82%
Nathaniel Simons
-100.00%
-33,469
-0.05%
0.00%
Current price: $74.71 83.07% AVG reported price*: $40.81
2016 Q4 (6 results)
Nathaniel Simons
buy
+33,469
+0.05%
0.00%
Ole Andreas Halvorsen
buy
+8,057,576
+1.45%
1.45%
John Armitage
+6.97%
+652,244
+0.31%
4.80%
Glenn Greenberg
-10.49%
-961,949
-1.81%
15.45%
David Rolfe
-13.64%
-715,949
-0.69%
4.37%
Stuart Mclaughlin
-29.64%
-950,000
-5.56%
13.20%
Current price: $74.71 89.28% AVG reported price*: $39.47
2016 Q3 (4 results)
Stuart Mclaughlin
+6.83%
+205,000
+0.92%
14.42%
Glenn Greenberg
-1.43%
-133,098
-0.20%
14.00%
John Armitage
-4.25%
-414,905
-0.15%
3.35%
David Rolfe
-5.04%
-278,416
-0.18%
3.47%
Current price: $74.71 136.65% AVG reported price*: $31.57
49 of 236

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.