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 3, decreased by 3 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 3 gurus: V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (added shares +9.45%), Bill Nygren - Oakmark Select Fund (added shares +5.39%) and Francois Rochon - Giverny Capital (added shares +3.3%).

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 Q4 (8 results)
Parnassus Investments
Parnassus Endeavor Fund
-8.88%
-9,353,689
-0.63%
4.68%
Glenn Greenberg
Brave Warrior Advisors
-9.44%
-241,694
-0.47%
4.52%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-6.51%
-227,293
-0.28%
4.08%
Francois Rochon
Giverny Capital
+3.92%
+37,680
+0.15%
4.06%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-10.18%
-4,784,206
-0.45%
3.19%
Wallace Weitz
Weitz Value Fund
-8.82%
-47,250
-0.46%
3.01%
Donald Yacktman
Yacktman Asset Management
+7,732.82%
+3,417,906
+2.24%
2.27%
Edgar Wachenheim III
Greenhaven Associates
-47.79%
-1,598,523
-1.60%
1.74%
Current price: $72.27 55.06% AVG reported price*: $46.61
2020 Q3 (8 results)
Parnassus Investments
Parnassus Endeavor Fund
-6.31%
-9,852,055
-0.39%
5.86%
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%
Glenn Greenberg
Brave Warrior Advisors
+78.07%
+841,978
+1.82%
3.11%
John W. Rogers Jr.
Ariel Appreciation Fund
+28.45%
+161,500
+0.61%
2.74%
Edgar Wachenheim III
Greenhaven Associates
-8.70%
-176,894
-0.25%
1.48%
Donald Yacktman
Yacktman Asset Management
-26.21%
-15,700
-0.01%
0.02%
Current price: $72.27 126.99% AVG reported price*: $31.84
2020 Q2 (9 results)
Wallace Weitz
Weitz Value Fund
+39.13%
+225,000
+1.03%
3.66%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-17.18%
-726,055
-0.69%
3.33%
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%
Francois Rochon
Giverny Capital
+7.75%
+50,907
+0.23%
2.37%
John W. Rogers Jr.
Ariel Appreciation Fund
+25.68%
+114,260
+0.41%
1.97%
Edgar Wachenheim III
Greenhaven Associates
buy
+2,582,885
+2.74%
1.93%
Donald Yacktman
Yacktman Asset Management
-6.26%
-4,000
-0.00%
0.03%
Stuart Mclaughlin
Triple Frond Partners
-100.00%
-412,300
-1.34%
0.00%
Current price: $72.27 114.20% AVG reported price*: $33.74
2020 Q1 (10 results)
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%
Francois Rochon
Giverny Capital
-6.76%
-64,380
-0.28%
3.80%
Glenn Greenberg
Brave Warrior Advisors
+1.25%
+23,292
+0.05%
3.64%
Wallace Weitz
Weitz Value Fund
-8.00%
-50,000
-0.25%
2.93%
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%
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: $72.27 114.97% AVG reported price*: $33.62
2019 Q4 (8 results)
Stuart Mclaughlin
Triple Frond Partners
-15.87%
-500,000
-2.05%
10.85%
Parnassus Investments
Parnassus Endeavor Fund
+8.86%
+10,985,596
+0.50%
5.34%
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%
-1,042,051
-3.82%
3.20%
Andrew R. Adams
Mairs & Power Growth Fund
+7.68%
+60,000
+0.06%
0.87%
Donald Yacktman
Yacktman Asset Management
-1.44%
-265
-0.00%
0.01%
Daniel Loeb
Third Point
buy
+1,000,000
+0.55%
0.00%
Current price: $72.27 72.87% AVG reported price*: $41.81
43 of 239

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.