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

% 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%

691,922

$54.90

$37,986,543

+6.97% (+45,089)

+0.16%

John W. Rogers Jr.

Ariel Appreciation Fund

3.13%

567,180

$54.90

$31,138,230

-7.25% (-44,362)

-0.24%

Parnassus Investments

Parnassus Endeavor Fund

2.05%

1,695,957

$54.90

$93,108,039

Paul Lountzis

Lountzis Asset Management

0.25%

7,056

$54.87

$387,200

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%

32,546,968

$54.90

$1,786,828,570

+0.53% (+172,507)

+0.02%

Current price: $72.27 31.65% 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.