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
2020 Q1 (10 results)
John W. Rogers Jr.
Ariel Appreciation Fund
buy
+451,700
+1.79%
1.79%
Donald Yacktman
Yacktman Asset Management
+86.84%
+29,700
+0.02%
0.04%
Ruane, Cunniff & Goldfarb
Sequoia Fund
+34.44%
+1,082,455
+1.25%
4.89%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+2.09%
+1,264,100
+0.08%
4.09%
Glenn Greenberg
Brave Warrior Advisors
+1.25%
+23,292
+0.05%
3.64%
Francois Rochon
Giverny Capital
-6.76%
-64,380
-0.28%
3.80%
Wallace Weitz
Weitz Value Fund
-8.00%
-50,000
-0.25%
2.93%
Stuart Mclaughlin
Triple Frond Partners
-84.44%
-2,237,700
-8.38%
0.00%
David Rolfe
Wedgewood Partners
-100.00%
-90,925
-0.72%
0.00%
Daniel Loeb
Third Point
-100.00%
-1,000,000
-0.76%
0.00%
Current price: $78.59 133.76% AVG reported price*: $33.62
2019 Q4 (7 results)
Daniel Loeb
Third Point
buy
+1,000,000
+0.55%
0.00%
Andrew R. Adams
Mairs & Power Growth Fund
+7.68%
+60,000
+0.06%
0.87%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+6.07%
+3,463,800
+0.22%
3.91%
Francois Rochon
Giverny Capital
+1.68%
+15,716
+0.07%
4.10%
Donald Yacktman
Yacktman Asset Management
-1.44%
-500
-0.00%
0.02%
Stuart Mclaughlin
Triple Frond Partners
-15.87%
-500,000
-2.05%
10.85%
Glenn Greenberg
Brave Warrior Advisors
-45.01%
-1,521,243
-3.82%
4.67%
Current price: $78.59 65.24% AVG reported price*: $47.56
2019 Q3 (8 results)
Andrew R. Adams
Mairs & Power Growth Fund
buy
+781,300
+0.75%
0.75%
Wallace Weitz
Weitz Value Fund
buy
+625,000
+3.30%
3.30%
Ruane, Cunniff & Goldfarb
Sequoia Fund
buy
+3,143,365
+3.62%
3.62%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
buy
+57,108,300
+3.52%
3.52%
Stuart Mclaughlin
Triple Frond Partners
+19.88%
+522,389
+2.09%
12.62%
Francois Rochon
Giverny Capital
+0.86%
+7,964
+0.03%
3.90%
Glenn Greenberg
Brave Warrior Advisors
-0.73%
-24,929
-0.06%
7.54%
David Rolfe
Wedgewood Partners
-7.60%
-7,475
-0.03%
0.34%
Current price: $78.59 87.88% AVG reported price*: $41.83
2019 Q2 (4 results)
Donald Yacktman
Yacktman Asset Management
buy
+34,700
+0.02%
0.02%
Francois Rochon
Giverny Capital
+25.92%
+191,073
+0.78%
3.77%
Glenn Greenberg
Brave Warrior Advisors
-1.54%
-53,087
-0.11%
7.28%
David Rolfe
Wedgewood Partners
-89.17%
-810,598
-2.76%
0.33%
Current price: $78.59 95.54% AVG reported price*: $40.19
2019 Q1 (3 results)
Francois Rochon
Giverny Capital
+10.95%
+72,778
+0.36%
3.62%
Glenn Greenberg
Brave Warrior Advisors
-42.25%
-2,529,765
-5.44%
7.43%
David Rolfe
Wedgewood Partners
-46.23%
-781,645
-2.44%
2.84%
Current price: $78.59 83.80% AVG reported price*: $42.76
2018 Q4 (5 results)
Francois Rochon
Giverny Capital
+31.26%
+158,217
+0.87%
3.64%
David Rolfe
Wedgewood Partners
+10.96%
+167,009
+0.46%
4.66%
Glenn Greenberg
Brave Warrior Advisors
+2.54%
+148,449
+0.31%
12.65%
Stuart Mclaughlin
Triple Frond Partners
-4.01%
-109,654
-0.56%
13.35%
John Armitage
Egerton Capital
-100.00%
-6,493,542
-2.66%
0.00%
Current price: $78.59 89.24% AVG reported price*: $41.53
2018 Q3 (4 results)
Francois Rochon
Giverny Capital
buy
+506,129
+2.82%
2.82%
Glenn Greenberg
Brave Warrior Advisors
+0.01%
+711
+0.00%
12.22%
David Rolfe
Wedgewood Partners
-5.82%
-94,240
-0.23%
3.75%
John Armitage
Egerton Capital
-39.15%
-4,178,115
-1.52%
0.00%
Current price: $78.59 59.90% AVG reported price*: $49.15
2018 Q2 (4 results)
David Rolfe
Wedgewood Partners
+6.74%
+102,170
+0.26%
4.17%
John Armitage
Egerton Capital
+0.24%
+25,723
+0.01%
4.17%
Stuart Mclaughlin
Triple Frond Partners
-0.01%
-300
-0.00%
14.76%
Glenn Greenberg
Brave Warrior Advisors
-0.63%
-36,923
-0.08%
12.22%
Current price: $78.59 53.80% AVG reported price*: $51.10
2018 Q1 (4 results)
Stuart Mclaughlin
Triple Frond Partners
+9.50%
+237,565
+1.39%
16.06%
John Armitage
Egerton Capital
+2.80%
+289,493
+0.12%
4.52%
Glenn Greenberg
Brave Warrior Advisors
-7.04%
-444,639
-1.02%
13.48%
David Rolfe
Wedgewood Partners
-12.58%
-218,183
-0.52%
3.64%
Current price: $78.59 50.50% AVG reported price*: $52.22
49 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.