SCHWAB (CHARLES) CORP

SCHW stock holders 13F

10 superinvestors reported owning SCHW (Common Stock) according to the gurus' 2025 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 Donald Yacktman - Yacktman Asset Management (5.51%), Francois Rochon - Giverny Capital (5.28%), Ruane, Cunniff & Goldfarb - Sequoia Fund (4.59%), V. D. Dodge, E. M. Cox - Dodge & Cox Stock Fund (4.41%) and Bill Nygren - Oakmark Select Fund (4.14%) as of their 2025 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 "2025 Q4" dropdown menu and select the date.

# of holders: 10

Period: 2025 Q4

Type: Common Stock

History

% change to
Portfolio

Bill Nygren

Oakmark Select Fund

4.14%

3,229,240

$99.91

$322,633,368

-4.68% (-158,400)

-0.20%

Donald Yacktman

Yacktman Asset Management

5.51%

3,936,540

$99.91

$393,299,711

-6.15% (-258,106)

-0.36%

Edgar Wachenheim III

Greenhaven Associates

0.02%

12,500

$99.91

$1,248,875

-16.67% (-2,500)

-0.00%

Francois Rochon

Giverny Capital

5.28%

1,585,661

$99.91

$158,423,391

+0.63% (+9,885)

+0.03%

John W. Rogers Jr.

Ariel Appreciation Fund

2.17%

193,841

$99.91

$19,366,654

Ole Andreas Halvorsen

Viking Global Investors

3.68%

13,872,905

$99.91

$1,386,041,939

-16.34% (-2,710,196)

-0.72%

Parnassus Investments

Parnassus Endeavor Fund

2.71%

1,292,228

$99.91

$129,106,499

-4.43% (-59,840)

-0.13%

Paul Lountzis

Lountzis Asset Management

0.17%

4,845

$99.91

$484,064

-4.29% (-217)

-0.01%

Ruane, Cunniff & Goldfarb

Sequoia Fund

4.59%

1,671,788

$99.91

$167,028,339

-27.54% (-635,339)

-1.74%

V. D. Dodge, E. M. Cox

Dodge & Cox Stock Fund

4.41%

52,225,135

$99.91

$5,217,813,237

-8.88% (-5,089,300)

-0.43%

Current price: $87.64 12.28% AVG reported hold price*: $99.91

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.