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
2019 Q1 (3 results)
Glenn Greenberg
Brave Warrior Advisors
-42.25%
-2,529,765
-5.44%
7.43%
Francois Rochon
Giverny Capital
+10.95%
+72,778
+0.36%
3.62%
David Rolfe
Wedgewood Partners
-46.23%
-781,645
-2.44%
2.84%
Current price: $76.04 77.83% AVG reported price*: $42.76
2018 Q4 (5 results)
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%
Glenn Greenberg
Brave Warrior Advisors
+2.54%
+148,449
+0.31%
12.65%
Francois Rochon
Giverny Capital
+31.26%
+158,217
+0.87%
3.64%
David Rolfe
Wedgewood Partners
+10.96%
+167,009
+0.46%
4.66%
Current price: $76.04 83.10% AVG reported price*: $41.53
2018 Q3 (4 results)
John Armitage
Egerton Capital
-39.15%
-4,178,115
-1.52%
0.00%
Glenn Greenberg
Brave Warrior Advisors
+0.01%
+711
+0.00%
12.22%
Francois Rochon
Giverny Capital
buy
+506,129
+2.82%
2.82%
David Rolfe
Wedgewood Partners
-5.82%
-94,240
-0.23%
3.75%
Current price: $76.04 54.71% AVG reported price*: $49.15
2018 Q2 (5 results)
Stuart Mclaughlin
Triple Frond Partners
-0.01%
-300
-0.00%
14.76%
John Armitage
Egerton Capital
+0.24%
+25,723
+0.01%
4.17%
James Crichton
Hitchwood Capital Management
-100.00%
-1,250,000
-4.01%
0.00%
Glenn Greenberg
Brave Warrior Advisors
-0.63%
-36,923
-0.08%
12.22%
David Rolfe
Wedgewood Partners
+6.74%
+102,170
+0.26%
4.17%
Current price: $76.04 48.81% AVG reported price*: $51.10
2018 Q1 (5 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%
James Crichton
Hitchwood Capital Management
buy
+1,250,000
+3.93%
0.00%
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: $76.04 45.61% AVG reported price*: $52.22
2017 Q4 (3 results)
John Armitage
Egerton Capital
-2.93%
-312,675
-0.14%
4.66%
Glenn Greenberg
Brave Warrior Advisors
-11.52%
-823,096
-1.80%
13.84%
David Rolfe
Wedgewood Partners
-25.51%
-593,873
-1.23%
3.60%
Current price: $76.04 48.02% AVG reported price*: $51.37
2017 Q3 (4 results)
Stuart Mclaughlin
Triple Frond Partners
+25.00%
+500,000
+2.65%
13.26%
John Armitage
Egerton Capital
-0.49%
-52,755
-0.02%
4.17%
Glenn Greenberg
Brave Warrior Advisors
-2.18%
-159,283
-0.34%
15.12%
David Rolfe
Wedgewood Partners
-16.77%
-469,099
-0.70%
3.47%
Current price: $76.04 73.85% AVG reported price*: $43.74
2017 Q2 (4 results)
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-10,580,054
-2.91%
0.00%
John Armitage
Egerton Capital
+24.01%
+2,075,571
+0.89%
4.62%
Glenn Greenberg
Brave Warrior Advisors
-4.57%
-349,347
-0.66%
13.86%
David Rolfe
Wedgewood Partners
-23.12%
-841,178
-1.11%
3.68%
Current price: $76.04 77.00% AVG reported price*: $42.96
2017 Q1 (6 results)
Stuart Mclaughlin
Triple Frond Partners
-11.31%
-255,000
-1.38%
10.85%
Ole Andreas Halvorsen
Viking Global Investors
+31.31%
+2,522,478
+0.45%
0.00%
Nathaniel Simons
Meritage Group
-100.00%
-33,469
-0.05%
0.00%
John Armitage
Egerton Capital
-13.59%
-1,360,216
-0.60%
3.82%
Glenn Greenberg
Brave Warrior Advisors
-6.74%
-553,078
-1.08%
14.91%
David Rolfe
Wedgewood Partners
-19.76%
-896,108
-0.94%
3.82%
Current price: $76.04 86.33% AVG reported price*: $40.81
2016 Q4 (6 results)
Stuart Mclaughlin
Triple Frond Partners
-29.64%
-950,000
-5.56%
13.20%
Ole Andreas Halvorsen
Viking Global Investors
buy
+8,057,576
+1.45%
1.45%
Nathaniel Simons
Meritage Group
buy
+33,469
+0.05%
0.00%
John Armitage
Egerton Capital
+6.97%
+652,244
+0.31%
4.80%
Glenn Greenberg
Brave Warrior Advisors
-10.49%
-961,949
-1.81%
15.45%
David Rolfe
Wedgewood Partners
-13.64%
-715,949
-0.69%
4.37%
Current price: $76.04 92.65% AVG reported price*: $39.47
2016 Q3 (4 results)
Stuart Mclaughlin
Triple Frond Partners
+6.83%
+205,000
+0.92%
14.42%
John Armitage
Egerton Capital
-4.25%
-414,905
-0.15%
3.35%
Glenn Greenberg
Brave Warrior Advisors
-1.43%
-133,098
-0.20%
14.00%
David Rolfe
Wedgewood Partners
-5.04%
-278,416
-0.18%
3.47%
Current price: $76.04 140.86% AVG reported price*: $31.57
49 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.