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)
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%
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%
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%
Francois Rochon
Giverny Capital
+0.40%
+3,854
+0.01%
3.19%
Donald Yacktman
Yacktman Asset Management
-26.21%
-15,700
-0.01%
0.02%
Current price: $76.04 138.83% AVG reported price*: $31.84
2020 Q2 (9 results)
Edgar Wachenheim III
Greenhaven Associates
buy
+3,663,668
+2.74%
2.74%
Stuart Mclaughlin
Triple Frond Partners
-100.00%
-412,300
-1.34%
0.00%
Wallace Weitz
Weitz Value Fund
+39.13%
+225,000
+1.03%
3.66%
Glenn Greenberg
Brave Warrior Advisors
-23.59%
-443,937
-0.74%
2.41%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-17.18%
-726,055
-0.69%
3.33%
John W. Rogers Jr.
Ariel Appreciation Fund
+25.68%
+116,000
+0.41%
2.00%
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%
Donald Yacktman
Yacktman Asset Management
-6.26%
-4,000
-0.00%
0.03%
Current price: $76.04 125.37% AVG reported price*: $33.74
2020 Q1 (10 results)
Stuart Mclaughlin
Triple Frond Partners
-84.44%
-2,237,700
-8.38%
0.00%
John W. Rogers Jr.
Ariel Appreciation Fund
buy
+451,700
+1.79%
1.79%
Ruane, Cunniff & Goldfarb
Sequoia Fund
+34.44%
+1,082,455
+1.25%
4.89%
Daniel Loeb
Third Point
-100.00%
-1,000,000
-0.76%
0.00%
David Rolfe
Wedgewood Partners
-100.00%
-90,925
-0.72%
0.00%
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%
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%
Donald Yacktman
Yacktman Asset Management
+86.84%
+29,700
+0.02%
0.04%
Current price: $76.04 126.18% AVG reported price*: $33.62
2019 Q4 (8 results)
Glenn Greenberg
Brave Warrior Advisors
-45.01%
-1,521,243
-3.82%
4.67%
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%
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%
Andrew R. Adams
Mairs & Power Growth Fund
+7.68%
+60,000
+0.06%
0.87%
Donald Yacktman
Yacktman Asset Management
-1.44%
-500
-0.00%
0.02%
Current price: $76.04 81.89% AVG reported price*: $41.81
2019 Q3 (9 results)
Parnassus Investments
Parnassus Endeavor Fund
buy
+143,414,519
+5.12%
5.12%
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%
Wallace Weitz
Weitz Value Fund
buy
+625,000
+3.30%
3.30%
Stuart Mclaughlin
Triple Frond Partners
+19.88%
+522,389
+2.09%
12.62%
Andrew R. Adams
Mairs & Power Growth Fund
buy
+781,300
+0.75%
0.75%
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%
Francois Rochon
Giverny Capital
+0.86%
+7,964
+0.03%
3.90%
Current price: $76.04 103.69% AVG reported price*: $37.33
2019 Q2 (4 results)
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%
Donald Yacktman
Yacktman Asset Management
buy
+34,700
+0.02%
0.02%
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.