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Charles Schwab Corp

SCHW

Charles Schwab Corp

Charles Schwab Corp 13F Holders

SCHW Stock Ownership Activity

# of activities:
10
AVG reported price*:
$82.97
Current price*:
+23.29%($102.30)
10 value investing gurus have made changes to the Charles Schwab Corp (SCHW) position according to the gurus' 2021 Q4 SEC quarterly report(s). SCHW has been bought (as a new position) by 1, completely sold out by 1 guru(s), the number of SCHW shares has been increased by 4, decreased by 4 super investor(s).

Which gurus or hedge funds bought SCHW in 2021 Q4?

According to the 2021 Q4 SEC filing(s) Charles Schwab Corp (SCHW) has been bought by 5 gurus / funds: John Armitage - Egerton Capital (added shares +1.61%), Donald Yacktman - Yacktman Asset Management (added shares +0.62%), Parnassus Endeavor Fund (new buy), Mairs & Power Growth Fund (added shares +26.79%) and Francois Rochon - Giverny Capital (added shares +2.09%).
To see more about who is investing in Charles Schwab Corp (SCHW), please go to the SCHW ownership page.
10 results
History Name Company % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		% of
portfolio 		Held since* Held for*
Parnassus Investments
Parnassus Endeavor Fund
new
+2,360,908
2,360,908
+3.67%
3.67%
2021 Q4
≈ 0.25 years
Andrew R. Adams
Mairs & Power Growth Fund
+26.79%
+298,000
1,410,300
+0.42%
1.99%
2019 Q3
≈ 2.50 years
Francois Rochon
Giverny Capital
+2.09%
+23,350
1,142,461
+0.1%
5.13%
2018 Q3
≈ 3.50 years
John Armitage
Egerton Capital
+1.61%
+229,094
14,493,384
+0.09%
5.68%
2021 Q2
≈ 0.75 years
Donald Yacktman
Yacktman Asset Management
+0.62%
+21,460
3,491,388
+0.02%
2.62%
2019 Q2
≈ 2.75 years
Ruane, Cunniff & Goldfarb
Sequoia Fund
-3.75%
-114,584
2,944,803
-0.2%
5.10%
2019 Q3
≈ 2.50 years
Wallace Weitz
Weitz Value Fund
-4.17%
-25,000
575,000
-0.21%
4.63%
2019 Q3
≈ 2.50 years
John W. Rogers Jr.
Ariel Appreciation Fund
-15.43%
-85,026
465,898
-0.52%
2.80%
2020 Q1
≈ 2.00 years
Edgar Wachenheim III
Greenhaven Associates
-46.41%
-19,487
22,500
-0.05%
0.05%
2020 Q2
≈ 1.75 years
Glenn Greenberg
Brave Warrior Advisors
-100%
-707,943
0
-1.81%
0.00%
2013 Q2 or earlier
≈ 8.50+ years
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* AVG reported price: weighted average based on position sizes. Larger holdings have proportionally more influence on the average. This doesn't represent the actual buy or sell price. It is the split-adjusted average price of the securities as of the last day of the reported period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.