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
2024 Q1 (1 result)
Donald Yacktman
Yacktman Asset Management
-0.56%
-18,037
-0.02%
2.08%
Current price: $76.04 5.11% Reported price*: $72.34
2023 Q4 (5 results)
Donald Yacktman
Yacktman Asset Management
-0.63%
-28,422
-0.03%
2.89%
Francois Rochon
Giverny Capital
+3.65%
+29,343
+0.09%
2.70%
Parnassus Investments
Parnassus Endeavor Fund
+10.20%
+172,948
+0.24%
2.62%
Bill Nygren
Oakmark Select Fund
+5.39%
+258,000
+0.31%
6.05%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+9.45%
+4,999,135
+0.35%
4.10%
Current price: $76.04 10.52% AVG reported price*: $68.80
2023 Q4 (1 result)
John W. Rogers Jr.
Ariel Appreciation Fund
-2.88%
-16,725
-0.11%
3.64%
Current price: $76.04 10.52% Reported price*: $68.80
2023 Q3 (5 results)
Bill Nygren
Oakmark Select Fund
-0.25%
-12,000
-0.01%
5.31%
Donald Yacktman
Yacktman Asset Management
-0.29%
-18,799
-0.01%
3.44%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+0.53%
+172,507
+0.02%
1.97%
Andrew R. Adams
Mairs & Power Growth Fund
-4.49%
-41,500
-0.05%
1.08%
Francois Rochon
Giverny Capital
+6.97%
+45,089
+0.16%
2.06%
Current price: $76.04 38.51% AVG reported price*: $54.90
2023 Q3 (2 results)
Ruane, Cunniff & Goldfarb
Sequoia Fund
-2.70%
-82,886
-0.16%
5.75%
John W. Rogers Jr.
Ariel Appreciation Fund
-7.25%
-44,362
-0.24%
3.05%
Current price: $76.04 38.51% AVG reported price*: $54.90
2023 Q2 (7 results)
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+0.37%
+108,197
+0.01%
1.85%
Glenn Greenberg
Brave Warrior Advisors
-100.00%
-3,491
-0.01%
0.00%
Donald Yacktman
Yacktman Asset Management
+1.23%
+77,743
+0.04%
3.43%
John W. Rogers Jr.
Ariel Appreciation Fund
+4.52%
+27,130
+0.14%
3.20%
Ruane, Cunniff & Goldfarb
Sequoia Fund
+16.19%
+427,160
+0.81%
5.84%
Francois Rochon
Giverny Capital
-38.42%
-469,199
-1.40%
2.24%
Bill Nygren
Oakmark Select Fund
+83.56%
+2,186,000
+2.49%
5.46%
Current price: $76.04 34.16% AVG reported price*: $56.68
2023 Q1 (10 results)
Glenn Greenberg
Brave Warrior Advisors
buy
+3,491
+0.01%
0.00%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+1.62%
+747,683
+0.05%
2.81%
Francois Rochon
Giverny Capital
-1.73%
-17,219
-0.07%
3.08%
Paul Lountzis
Lountzis Asset Management
buy
+8,019
+0.25%
0.25%
John W. Rogers Jr.
Ariel Appreciation Fund
+13.44%
+71,088
+0.55%
4.64%
Parnassus Investments
Parnassus Endeavor Fund
-28.17%
-664,951
-0.75%
1.91%
Donald Yacktman
Yacktman Asset Management
+47.03%
+1,500,594
+1.04%
2.43%
Bill Nygren
Oakmark Select Fund
buy
+2,615,940
+3.05%
3.05%
Wallace Weitz
Weitz Value Fund
-100.00%
-300,000
-3.21%
0.00%
John Armitage
Egerton Capital
-100.00%
-9,498,276
-8.54%
0.00%
Current price: $76.04 45.17% AVG reported price*: $52.38
2022 Q4 (6 results)
Francois Rochon
Giverny Capital
+1.16%
+13,301
+0.07%
5.95%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-2.95%
-1,566,600
-0.15%
4.96%
Wallace Weitz
Weitz Value Fund
-7.69%
-25,000
-0.28%
0.00%
Andrew R. Adams
Mairs & Power Growth Fund
-20.28%
-122,200
-0.45%
0.92%
Donald Yacktman
Yacktman Asset Management
+19.69%
+704,635
+0.58%
3.55%
John Armitage
Egerton Capital
-18.49%
-2,154,288
-1.54%
0.00%
Current price: $76.04 8.67% AVG reported price*: $83.26
2022 Q4 (1 result)
John W. Rogers Jr.
Ariel Appreciation Fund
-20.29%
-134,682
-0.99%
3.87%
Current price: $76.04 8.67% Reported price*: $83.26
2022 Q3 (6 results)
Donald Yacktman
Yacktman Asset Management
+2.63%
+91,653
+0.07%
2.80%
Francois Rochon
Giverny Capital
+2.92%
+34,808
+0.17%
5.98%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+4.07%
+1,184,175
+0.19%
2.80%
John W. Rogers Jr.
Ariel Appreciation Fund
-6.93%
-25,433
-0.35%
2.42%
Andrew R. Adams
Mairs & Power Growth Fund
-19.53%
-281,300
-0.48%
1.97%
John Armitage
Egerton Capital
-7.23%
-908,475
-0.51%
6.50%
Current price: $76.04 5.80% AVG reported price*: $71.87
2022 Q2 (6 results)
Donald Yacktman
Yacktman Asset Management
+0.64%
+22,079
+0.01%
2.29%
Francois Rochon
Giverny Capital
+3.54%
+40,860
+0.17%
4.97%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+5.59%
+2,406,827
+0.20%
3.43%
John Armitage
Egerton Capital
+5.87%
+696,008
+0.30%
5.36%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-6.10%
-121,622
-0.34%
3.68%
John W. Rogers Jr.
Ariel Appreciation Fund
+40.39%
+205,148
+1.18%
4.10%
Current price: $76.04 20.35% AVG reported price*: $63.18
50 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.