SCHW Stock Ownership Activity

SCHWAB (CHARLES) CORP 13F holders

5 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 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 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)
Francois Rochon
Giverny Capital
+3.92%
+37,680
+0.15%
4.06%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-6.51%
-227,293
-0.28%
4.08%
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%
Glenn Greenberg
Brave Warrior Advisors
-9.44%
-241,694
-0.47%
4.52%
Parnassus Investments
Parnassus Endeavor Fund
-8.88%
-9,353,689
-0.63%
4.68%
Edgar Wachenheim III
Greenhaven Associates
-47.79%
-1,598,523
-1.60%
1.74%
Donald Yacktman
Yacktman Asset Management
+7,732.82%
+3,417,906
+2.24%
2.27%
Current price: $78.78 69.02% AVG reported price*: $46.61
2020 Q3 (8 results)
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%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-0.19%
-6,791
-0.01%
3.25%
Wallace Weitz
Weitz Value Fund
+6.25%
+50,000
+0.23%
3.88%
Edgar Wachenheim III
Greenhaven Associates
-8.70%
-176,894
-0.25%
1.48%
Parnassus Investments
Parnassus Endeavor Fund
-6.31%
-9,852,055
-0.39%
5.86%
John W. Rogers Jr.
Ariel Appreciation Fund
+28.45%
+161,500
+0.61%
2.74%
Glenn Greenberg
Brave Warrior Advisors
+78.07%
+841,978
+1.82%
3.11%
Current price: $78.78 147.44% AVG reported price*: $31.84
2020 Q2 (9 results)
Donald Yacktman
Yacktman Asset Management
-6.26%
-4,000
-0.00%
0.03%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
-5.59%
-3,457,686
-0.20%
3.31%
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%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-17.18%
-726,055
-0.69%
3.33%
Glenn Greenberg
Brave Warrior Advisors
-23.59%
-443,937
-0.74%
2.41%
Wallace Weitz
Weitz Value Fund
+39.13%
+225,000
+1.03%
3.66%
Stuart Mclaughlin
Triple Frond Partners
-100.00%
-412,300
-1.34%
0.00%
Edgar Wachenheim III
Greenhaven Associates
buy
+2,582,885
+2.74%
1.93%
Current price: $78.78 133.49% AVG reported price*: $33.74
2020 Q1 (10 results)
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%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+2.09%
+1,264,100
+0.08%
4.09%
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%
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%
Stuart Mclaughlin
Triple Frond Partners
-84.44%
-2,237,700
-8.38%
0.00%
Current price: $78.78 134.33% AVG reported price*: $33.62
2019 Q4 (8 results)
Donald Yacktman
Yacktman Asset Management
-1.44%
-265
-0.00%
0.01%
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%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
+6.07%
+3,463,800
+0.22%
3.91%
Parnassus Investments
Parnassus Endeavor Fund
+8.86%
+10,985,596
+0.50%
5.34%
Daniel Loeb
Third Point
buy
+1,000,000
+0.55%
0.00%
Stuart Mclaughlin
Triple Frond Partners
-15.87%
-500,000
-2.05%
10.85%
Glenn Greenberg
Brave Warrior Advisors
-45.01%
-1,042,051
-3.82%
3.20%
Current price: $78.78 88.45% AVG reported price*: $41.81
43 of 238

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.