SCHW
Charles Schwab Corp
Charles Schwab Corp 13F Holders
SCHW Stock Ownership Activity
- # of activities:
- 10
- AVG reported price*:
- $58.56
- Current price*:
- +74.71%($102.30)
10 value investing gurus have made changes to the Charles Schwab Corp (SCHW) position according to the gurus' 2023 Q1 SEC quarterly report(s). SCHW has been bought (as a new position) by 3, completely sold out by 2 guru(s), the number of SCHW shares has been increased by 3, decreased by 2 super investor(s).
Which gurus or hedge funds bought SCHW in 2023 Q1?
According to the 2023 Q1 SEC filing(s) Charles Schwab Corp (SCHW) has been bought by 6 gurus, out of those top 5 purchases (by % change to portfolio) have been made by Dodge & Cox Stock Fund (added shares +1.62%), Donald Yacktman - Yacktman Asset Management (added shares +47.03%), Bill Nygren - Oakmark Select Fund (new buy), John W. Rogers Jr. - Ariel Appreciation Fund (added shares +13.44%) and Paul Lountzis - Lountzis Asset Management (new buy).
To see more about who is investing in Charles Schwab Corp (SCHW), please go to the SCHW ownership page.
* 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.