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
2017 Q1 (6 results)
Nathaniel Simons
Meritage Group
-100.00%
-33,469
-0.05%
0.00%
Ole Andreas Halvorsen
Viking Global Investors
+31.31%
+2,522,478
+0.45%
0.00%
John Armitage
Egerton Capital
-13.59%
-1,299,006
-0.60%
3.64%
David Rolfe
Wedgewood Partners
-19.76%
-896,108
-0.94%
3.82%
Glenn Greenberg
Brave Warrior Advisors
-6.74%
-553,078
-1.08%
14.91%
Stuart Mclaughlin
Triple Frond Partners
-11.31%
-255,000
-1.38%
10.85%
Current price: $72.27 77.09% AVG reported price*: $40.81
2016 Q4 (6 results)
Nathaniel Simons
Meritage Group
buy
+33,469
+0.05%
0.00%
John Armitage
Egerton Capital
+6.97%
+652,244
+0.31%
4.80%
David Rolfe
Wedgewood Partners
-13.64%
-612,136
-0.69%
3.74%
Ole Andreas Halvorsen
Viking Global Investors
buy
+8,057,576
+1.45%
1.45%
Glenn Greenberg
Brave Warrior Advisors
-10.49%
-961,949
-1.81%
15.45%
Stuart Mclaughlin
Triple Frond Partners
-29.64%
-950,000
-5.56%
13.20%
Current price: $72.27 83.10% AVG reported price*: $39.47
2016 Q3 (4 results)
John Armitage
Egerton Capital
-4.25%
-414,905
-0.15%
3.35%
David Rolfe
Wedgewood Partners
-5.04%
-278,416
-0.18%
3.47%
Glenn Greenberg
Brave Warrior Advisors
-1.43%
-133,098
-0.20%
14.00%
Stuart Mclaughlin
Triple Frond Partners
+6.83%
+205,000
+0.92%
14.42%
Current price: $72.27 128.92% AVG reported price*: $31.57
2016 Q2 (3 results)
David Rolfe
Wedgewood Partners
-3.78%
-217,363
-0.11%
2.84%
John Armitage
Egerton Capital
+8.50%
+764,947
+0.22%
2.78%
Glenn Greenberg
Brave Warrior Advisors
-2.66%
-228,987
-0.36%
11.85%
Current price: $72.27 185.54% AVG reported price*: $25.31
2016 Q1 (3 results)
Glenn Greenberg
Brave Warrior Advisors
-0.50%
-47,162
-0.07%
12.93%
John Armitage
Egerton Capital
-5.21%
-252,632
-0.13%
1.23%
David Rolfe
Wedgewood Partners
buy
+5,745,873
+2.92%
2.92%
Current price: $72.27 157.92% AVG reported price*: $28.02
2015 Q4 (3 results)
John Armitage
Egerton Capital
+23.32%
+1,185,639
+0.61%
2.14%
Glenn Greenberg
Brave Warrior Advisors
+5.23%
+477,100
+0.62%
12.55%
Stephen Mandel
Lone Pine Capital
-100.00%
-13,396,145
-1.70%
0.00%
Current price: $72.27 119.47% AVG reported price*: $32.93
2015 Q3 (4 results)
Glenn Greenberg
Brave Warrior Advisors
+4.16%
+364,550
+0.33%
8.28%
Stephen Mandel
Lone Pine Capital
+1,689.68%
+12,647,625
+1.61%
0.00%
John Armitage
Egerton Capital
+259.25%
+5,558,939
+1.79%
2.49%
Stuart Mclaughlin
Triple Frond Partners
+20.00%
+470,000
+3.02%
17.04%
Current price: $72.27 153.05% AVG reported price*: $28.56
2015 Q2 (3 results)
Stephen Mandel
Lone Pine Capital
buy
+748,520
+0.11%
0.11%
Glenn Greenberg
Brave Warrior Advisors
-4.70%
-308,762
-0.41%
5.91%
John Armitage
Egerton Capital
buy
+2,090,618
+0.89%
0.86%
Current price: $72.27 121.35% AVG reported price*: $32.65
2015 Q1 (1 result)
Glenn Greenberg
Brave Warrior Advisors
+8.47%
+717,521
+0.67%
8.54%
Current price: $72.27 137.42% Reported price*: $30.44
2014 Q4 (2 results)
Glenn Greenberg
Brave Warrior Advisors
+1.57%
+130,658
+0.14%
8.91%
Stuart Mclaughlin
Triple Frond Partners
+11.11%
+250,000
+2.68%
26.84%
Current price: $72.27 139.38% AVG reported price*: $30.19
2014 Q3 (1 result)
Glenn Greenberg
Brave Warrior Advisors
-0.04%
-3,228
-0.00%
9.09%
Current price: $72.27 145.90% Reported price*: $29.39
2014 Q2 (3 results)
Robert Olstein
Olstein Capital Management
-100.00%
-55,000
-0.20%
0.00%
Glenn Greenberg
Brave Warrior Advisors
+15.79%
+1,138,348
+1.24%
9.07%
Harry Burn
Sound Shore Management
-100.00%
-2,941,899
-1.30%
0.00%
Current price: $72.27 168.36% AVG reported price*: $26.93
2014 Q1 (3 results)
Robert Olstein
Olstein Capital Management
-50.45%
-56,000
-0.21%
0.00%
Glenn Greenberg
Brave Warrior Advisors
-9.37%
-745,336
-0.82%
7.96%
Harry Burn
Sound Shore Management
-39.65%
-1,933,002
-0.91%
0.00%
Current price: $72.27 164.44% AVG reported price*: $27.33
2013 Q4 (4 results)
Harry Burn
Sound Shore Management
-2.22%
-110,917
-0.05%
2.13%
Robert Olstein
Olstein Capital Management
-47.14%
-78,705
-0.37%
0.33%
Glenn Greenberg
Brave Warrior Advisors
-13.63%
-1,255,524
-1.34%
8.47%
David Rolfe
Wedgewood Partners
-100.00%
-3,189,416
-2.19%
0.00%
Current price: $72.27 177.96% AVG reported price*: $26.00
46 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.