SCHWAB (CHARLES) CORP

SCHW stock holders 13F

5 superinvestors reported owning SCHW (Common Stock) according to the gurus' 2017 Q1 reports.

Top 4 gurus who own (SCHW) SCHWAB (CHARLES) CORP

The 4 super investors (holders) owning SCHW (by the percentage (%) of portfolio) are Glenn Greenberg - Brave Warrior Advisors (14.91%), Stuart Mclaughlin - Triple Frond Partners (10.85%), John Armitage - Egerton Capital (3.82%) and Ole Andreas Halvorsen - Viking Global Investors (1.91%) as of their 2017 Q1 reports.

To check the latest activities of the top SCHW shareholders between value investors, please click on the "Activity" tab.

To see the historical data of SCHW's holders please click on the "2017 Q1" dropdown menu and select the date.

# of holders: 5
Period: 2017 Q1
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
David Rolfe
Wedgewood Partners
3.82%
3,638,037
$40.81
$148,467,000
-19.76% (-896,108)
-0.94%
Glenn Greenberg
Brave Warrior Advisors
14.91%
7,651,850
$40.81
$312,272,000
-6.74% (-553,078)
-1.08%
John Armitage
Egerton Capital
3.82%
8,257,216
$40.81
$336,977,480
-13.59% (-1,299,006)
-0.60%
Ole Andreas Halvorsen
Viking Global Investors
1.91%
10,580,054
$40.81
$431,772,000
+31.31% (+2,522,478)
+0.45%
Stuart Mclaughlin
Triple Frond Partners
10.85%
2,000,000
$40.81
$81,620,000
-11.31% (-255,000)
-1.38%
Current price: $78.61 92.62% AVG reported hold price*: $40.81

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
Nathaniel Simons
Meritage Group
33,469
-0.05%

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.