SCHWAB (CHARLES) CORP

SCHW stock holders 13F

6 superinvestors reported owning SCHW (Common Stock) according to the gurus' 2025 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 Donald Yacktman - Yacktman Asset Management (4.85%), Francois Rochon - Giverny Capital (2.74%), Parnassus Investments - Parnassus Endeavor Fund (2.28%), Paul Lountzis - Lountzis Asset Management (0.16%) and Andrew R. Adams - Mairs & Power Growth Fund (0.05%) as of their 2025 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 "2025 Q1" dropdown menu and select the date.

# of holders: 6
Period: 2025 Q1
Type: Common Stock
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Andrew R. Adams
Mairs & Power Growth Fund
0.05%
32,100
$78.28
$2,512,788
-94.22% (-522,900)
-0.80%
Donald Yacktman
Yacktman Asset Management
4.85%
4,709,043
$78.28
$368,623,886
-3.39% (-165,027)
-0.17%
Edgar Wachenheim III
Greenhaven Associates
0.02%
20,000
$78.28
$1,565,600
Francois Rochon
Giverny Capital
2.74%
949,066
$78.28
$74,292,886
+0.12% (+1,139)
+0.00%
Parnassus Investments
Parnassus Endeavor Fund
2.28%
1,304,674
$78.28
$102,129,880
-23.01% (-389,960)
-0.68%
Paul Lountzis
Lountzis Asset Management
0.16%
5,166
$80.18
$414,210
-43.33% (-3,950)
-0.12%
Current price: $86.22 9.70% AVG reported hold price*: $78.60

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.