SCHWAB (CHARLES) CORP

SCHW stock holders 13F

10 superinvestors reported owning SCHW (Common Stock) according to the gurus' 2021 Q4 reports.

Top 5 gurus who own (SCHW) SCHWAB (CHARLES) CORP

The top 5 super investors (holders) owning SCHW (by the percentage (%) of portfolio) are John Armitage - Egerton Capital (5.68%), Francois Rochon - Giverny Capital (5.13%), Ruane, Cunniff & Goldfarb - Sequoia Fund (5.10%), Wallace Weitz - Weitz Value Fund (4.73%) and V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (4.26%) as of their 2021 Q4 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 "2021 Q4" dropdown menu and select the date.

# of holders: 10
Period: 2021 Q4
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Andrew R. Adams
Mairs & Power Growth Fund
1.99%
1,410,300
$84.10
$118,606,230
+26.79% (+298,000)
+0.42%
Donald Yacktman
Yacktman Asset Management
2.62%
2,199,574
$84.10
$184,984,380
+0.62% (+13,519)
+0.02%
Edgar Wachenheim III
Greenhaven Associates
0.05%
22,500
$84.09
$1,892,000
-46.41% (-19,487)
-0.04%
Francois Rochon
Giverny Capital
5.13%
714,038
$84.10
$60,050,625
+2.09% (+14,593)
+0.10%
John Armitage
Egerton Capital
5.68%
14,493,384
$84.10
$1,218,894,000
+1.61% (+229,094)
+0.09%
John W. Rogers Jr.
Ariel Appreciation Fund
2.80%
386,695
$84.10
$32,521,077
-15.43% (-70,571)
-0.51%
Parnassus Investments
Parnassus Endeavor Fund
3.67%
2,360,908
$84.10
$198,552,362
buy
+3.67%
Ruane, Cunniff & Goldfarb
Sequoia Fund
5.10%
1,973,018
$84.10
$165,930,814
-3.75% (-76,771)
-0.20%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
4.26%
44,769,352
$84.10
$3,765,102,545
Wallace Weitz
Weitz Value Fund
4.73%
575,000
$84.10
$48,357,500
-4.17% (-25,000)
-0.21%
Current price: $80.64 4.11% AVG reported hold price*: $84.10

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
Glenn Greenberg
Brave Warrior Advisors
555,735
-1.64%

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.