SCHWAB (CHARLES) CORP

SCHW stock holders 13F

10 superinvestors reported owning SCHW (Common Stock) according to the gurus' 2023 Q3 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 (5.75%), Bill Nygren - Oakmark Select Fund (5.31%), Donald Yacktman - Yacktman Asset Management (3.44%), V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (3.20%) and John W. Rogers Jr. - Ariel Appreciation Fund (3.13%) as of their 2023 Q3 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 Q3" dropdown menu and select the date.

# of holders: 10
Period: 2023 Q3
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Andrew R. Adams
Mairs & Power Growth Fund
1.08%
882,500
$54.90
$48,449,250
-4.49% (-41,500)
-0.05%
Bill Nygren
Oakmark Select Fund
5.31%
4,789,940
$54.90
$262,967,706
-0.25% (-12,000)
-0.01%
Donald Yacktman
Yacktman Asset Management
3.44%
6,356,113
$54.90
$348,950,604
-0.29% (-18,799)
-0.01%
Edgar Wachenheim III
Greenhaven Associates
0.01%
20,000
$54.90
$1,098,000
Francois Rochon
Giverny Capital
2.40%
804,561
$54.90
$44,170,399
+6.97% (+52,430)
+0.16%
John W. Rogers Jr.
Ariel Appreciation Fund
3.13%
581,724
$54.90
$31,936,647
-7.25% (-45,500)
-0.24%
Parnassus Investments
Parnassus Endeavor Fund
2.05%
1,695,957
$54.90
$93,108,039
Paul Lountzis
Lountzis Asset Management
0.25%
8,019
$54.87
$440,000
Ruane, Cunniff & Goldfarb
Sequoia Fund
5.75%
2,982,798
$54.90
$163,755,610
-2.70% (-82,886)
-0.16%
V. D. Dodge, E. M. Cox
Dodge & Cox Stock Fund
3.20%
52,921,900
$54.90
$2,905,412,310
+0.53% (+280,500)
+0.02%
Current price: $80.64 46.89% AVG reported hold price*: $54.90

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.