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%
Wallace Weitz
Weitz Value Fund
+6.25%
+50,000
+0.23%
3.88%
Francois Rochon
Giverny Capital
+0.40%
+3,854
+0.01%
3.19%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-0.19%
-6,791
-0.01%
3.25%
Donald Yacktman
Yacktman Asset Management
-26.21%
-15,700
-0.01%
0.02%
Edgar Wachenheim III
Greenhaven Associates
-8.70%
-318,728
-0.25%
2.66%
Parnassus Investments
Parnassus Endeavor Fund
-6.31%
-9,852,055
-0.39%
5.86%
Current price: $74.99 135.54% AVG reported price*: $31.84
2020 Q2 (9 results)
Edgar Wachenheim III
Greenhaven Associates
buy
+3,663,668
+2.74%
2.74%
Wallace Weitz
Weitz Value Fund
+39.13%
+225,000
+1.03%
3.66%
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%
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%
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%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-5.59%
-3,457,686
-0.20%
3.31%
Current price: $74.99 122.26% AVG reported price*: $33.74
2020 Q1 (10 results)
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+2.09%
+1,264,100
+0.08%
4.09%
Ruane, Cunniff & Goldfarb
Sequoia Fund
+34.44%
+1,082,455
+1.25%
4.89%
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%
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%
Francois Rochon
Giverny Capital
-6.76%
-64,380
-0.28%
3.80%
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%
Stuart Mclaughlin
Triple Frond Partners
-84.44%
-2,237,700
-8.38%
0.00%
Current price: $74.99 123.06% AVG reported price*: $33.62
2019 Q4 (8 results)
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%
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%
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: $74.99 79.38% AVG reported price*: $41.81
2019 Q3 (9 results)
Parnassus Investments
Parnassus Endeavor Fund
buy
+143,414,519
+5.12%
5.12%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
buy
+57,108,300
+3.52%
3.52%
Ruane, Cunniff & Goldfarb
Sequoia Fund
buy
+3,143,365
+3.62%
3.62%
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%
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%
David Rolfe
Wedgewood Partners
-7.60%
-7,475
-0.03%
0.34%
Glenn Greenberg
Brave Warrior Advisors
-0.73%
-24,929
-0.06%
7.54%
Current price: $74.99 100.88% AVG reported price*: $37.33
2019 Q2 (4 results)
Francois Rochon
Giverny Capital
+25.92%
+191,073
+0.78%
3.77%
Donald Yacktman
Yacktman Asset Management
buy
+34,700
+0.02%
0.02%
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: $74.99 86.58% AVG reported price*: $40.19
48 of 236

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.