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.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2020 Q3 (8 results)
Donald Yacktman
Yacktman Asset Management
-26.21%
-15,700
-0.01%
0.02%
Wallace Weitz
Weitz Value Fund
+6.25%
+50,000
+0.23%
3.88%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-0.19%
-6,791
-0.01%
3.25%
Parnassus Investments
Parnassus Endeavor Fund
-6.31%
-9,852,055
-0.39%
5.86%
Edgar Wachenheim III
Greenhaven Associates
-8.70%
-318,728
-0.25%
2.66%
Francois Rochon
Giverny Capital
+0.40%
+3,854
+0.01%
3.19%
Glenn Greenberg
Brave Warrior Advisors
+78.07%
+1,122,638
+1.82%
4.14%
John W. Rogers Jr.
Ariel Appreciation Fund
+28.45%
+161,500
+0.61%
2.74%
Current price: $76.04 138.83% AVG reported price*: $31.84
2020 Q2 (9 results)
Donald Yacktman
Yacktman Asset Management
-6.26%
-4,000
-0.00%
0.03%
Wallace Weitz
Weitz Value Fund
+39.13%
+225,000
+1.03%
3.66%
Stuart Mclaughlin
Triple Frond Partners
-100.00%
-412,300
-1.34%
0.00%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-17.18%
-726,055
-0.69%
3.33%
Edgar Wachenheim III
Greenhaven Associates
buy
+3,663,668
+2.74%
2.74%
Francois Rochon
Giverny Capital
+7.75%
+68,794
+0.23%
3.21%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-5.59%
-3,457,686
-0.20%
3.31%
Glenn Greenberg
Brave Warrior Advisors
-23.59%
-443,937
-0.74%
2.41%
John W. Rogers Jr.
Ariel Appreciation Fund
+25.68%
+116,000
+0.41%
2.00%
Current price: $76.04 125.37% AVG reported price*: $33.74
2020 Q1 (10 results)
Donald Yacktman
Yacktman Asset Management
+86.84%
+29,700
+0.02%
0.04%
Wallace Weitz
Weitz Value Fund
-8.00%
-50,000
-0.25%
2.93%
David Rolfe
Wedgewood Partners
-100.00%
-90,925
-0.72%
0.00%
Stuart Mclaughlin
Triple Frond Partners
-84.44%
-2,237,700
-8.38%
0.00%
Daniel Loeb
Third Point
-100.00%
-1,000,000
-0.76%
0.00%
Ruane, Cunniff & Goldfarb
Sequoia Fund
+34.44%
+1,082,455
+1.25%
4.89%
Francois Rochon
Giverny Capital
-6.76%
-64,380
-0.28%
3.80%
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%
John W. Rogers Jr.
Ariel Appreciation Fund
buy
+451,700
+1.79%
1.79%
Current price: $76.04 126.18% AVG reported price*: $33.62
2019 Q4 (8 results)
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%
Daniel Loeb
Third Point
buy
+1,000,000
+0.55%
0.00%
Parnassus Investments
Parnassus Endeavor Fund
+8.86%
+12,700,112
+0.50%
6.17%
Andrew R. Adams
Mairs & Power Growth Fund
+7.68%
+60,000
+0.06%
0.87%
Francois Rochon
Giverny Capital
+1.68%
+15,716
+0.07%
4.10%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+6.07%
+3,463,800
+0.22%
3.91%
Glenn Greenberg
Brave Warrior Advisors
-45.01%
-1,521,243
-3.82%
4.67%
Current price: $76.04 81.89% AVG reported price*: $41.81
2019 Q3 (9 results)
Wallace Weitz
Weitz Value Fund
buy
+625,000
+3.30%
3.30%
David Rolfe
Wedgewood Partners
-7.60%
-7,475
-0.03%
0.34%
Stuart Mclaughlin
Triple Frond Partners
+19.88%
+522,389
+2.09%
12.62%
Ruane, Cunniff & Goldfarb
Sequoia Fund
buy
+3,143,365
+3.62%
3.62%
Parnassus Investments
Parnassus Endeavor Fund
buy
+143,414,519
+5.12%
5.12%
Andrew R. Adams
Mairs & Power Growth Fund
buy
+781,300
+0.75%
0.75%
Francois Rochon
Giverny Capital
+0.86%
+7,964
+0.03%
3.90%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
buy
+57,108,300
+3.52%
3.52%
Glenn Greenberg
Brave Warrior Advisors
-0.73%
-24,929
-0.06%
7.54%
Current price: $76.04 103.69% AVG reported price*: $37.33
2019 Q2 (4 results)
Donald Yacktman
Yacktman Asset Management
buy
+34,700
+0.02%
0.02%
David Rolfe
Wedgewood Partners
-89.17%
-810,598
-2.76%
0.33%
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%
Current price: $76.04 89.20% AVG reported price*: $40.19
48 of 237

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.