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Charles Schwab Corp

SCHW

Charles Schwab Corp

Charles Schwab Corp 13F Holders

SCHW Stock Ownership Activity

# of activities:
7
AVG reported price*:
$56.07
Current price*:
+82.46%($102.30)
7 value investing gurus have made changes to the Charles Schwab Corp (SCHW) position according to the gurus' 2023 Q2 SEC quarterly report(s). SCHW has been completely sold out by 1 guru(s), the number of SCHW shares has been increased by 5, decreased by 1 super investor(s).

Which gurus or hedge funds bought SCHW in 2023 Q2?

According to the 2023 Q2 SEC filing(s) Charles Schwab Corp (SCHW) has been bought by 5 gurus / funds: Dodge & Cox Stock Fund (added shares +0.37%), Donald Yacktman - Yacktman Asset Management (added shares +1.23%), Bill Nygren - Oakmark Select Fund (added shares +83.56%), Sequoia Fund (added shares +16.19%) and John W. Rogers Jr. - Ariel Appreciation Fund (added shares +4.52%).
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.