SCHWAB (CHARLES) CORP

SCHW stock holders 13F

11 superinvestors reported owning SCHW (Common Stock) according to the gurus' 2023 Q1 reports.

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

The top 5 super investors (holders) owning SCHW (by the percentage (%) of portfolio) are Ruane, Cunniff & Goldfarb - Sequoia Fund (4.68%), John W. Rogers Jr. - Ariel Appreciation Fund (4.64%), Francois Rochon - Giverny Capital (3.85%), Donald Yacktman - Yacktman Asset Management (3.26%) and V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (3.14%) as of their 2023 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 "2023 Q1" dropdown menu and select the date.

# of holders: 11
Period: 2023 Q1
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Ruane, Cunniff & Goldfarb
Sequoia Fund
4.68%
2,361,478
$52.38
$123,694,268
John W. Rogers Jr.
Ariel Appreciation Fund
4.64%
600,094
$52.38
$31,432,923
+13.44% (+71,088)
+0.55%
Francois Rochon
Giverny Capital
3.85%
977,064
$52.38
$51,178,612
-1.73% (-17,219)
-0.07%
Donald Yacktman
Yacktman Asset Management
3.26%
4,691,390
$52.38
$245,735,055
+47.03% (+1,500,594)
+1.04%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
3.14%
46,942,660
$52.38
$2,458,856,556
+1.62% (+747,683)
+0.05%
Bill Nygren
Oakmark Select Fund
3.05%
2,615,940
$52.38
$137,022,937
buy
+3.05%
Parnassus Investments
Parnassus Endeavor Fund
1.91%
1,695,957
$52.38
$88,834,227
-28.17% (-664,951)
-0.75%
Andrew R. Adams
Mairs & Power Growth Fund
1.06%
924,000
$52.38
$48,399,120
Paul Lountzis
Lountzis Asset Management
0.25%
8,019
$52.38
$420,000
buy
+0.25%
Edgar Wachenheim III
Greenhaven Associates
0.02%
20,000
$52.38
$1,047,600
Glenn Greenberg
Brave Warrior Advisors
0.01%
3,491
$52.38
$182,871
buy
+0.01%
Current price: $76.04 45.17% AVG reported hold price*: $52.38

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
John Armitage
Egerton Capital
9,498,276
-8.54%
Wallace Weitz
Weitz Value Fund
300,000
-3.21%

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.