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Charles Schwab Corp

SCHW

Charles Schwab Corp

Charles Schwab Corp 13F Holders

SCHW Stock Ownership Activity

# of activities:
5
AVG reported price*:
$73.69
Current price*:
+38.82%($102.30)
5 value investing gurus have made changes to the Charles Schwab Corp (SCHW) position according to the gurus' 2024 Q2 SEC quarterly report(s). SCHW has been bought (as a new position) by 1 guru(s), the number of SCHW shares has been increased by 1, decreased by 3 super investor(s).

Which gurus or hedge funds bought SCHW in 2024 Q2?

According to the 2024 Q2 SEC filing(s) Charles Schwab Corp (SCHW) has been bought by 2 gurus / funds: Francois Rochon - Giverny Capital (added shares +0.97%) and Nathaniel Simons - Meritage Group (new buy).
To see more about who is investing in Charles Schwab Corp (SCHW), please go to the SCHW ownership page.
5 results
History Name Company % or
activity 		Shares
change 		Shares
held after* 		% change
to portfolio 		% of
portfolio 		Held since* Held for*
Nathaniel Simons
Meritage Group
new
+3,180
3,180
+0.01%
0.01%
2024 Q2
≈ 0.25 years
Francois Rochon
Giverny Capital
+0.97%
+8,382
869,813
+0.03%
2.71%
2018 Q3
≈ 6.00 years
Donald Yacktman
Yacktman Asset Management
-5.96%
-374,352
5,906,642
-0.25%
4.08%
2019 Q2
≈ 5.25 years
Parnassus Investments
Parnassus Endeavor Fund
-12.90%
-241,147
1,627,758
-0.34%
2.45%
2021 Q4
≈ 2.75 years
John W. Rogers Jr.
Ariel Appreciation Fund
-31.64%
-148,724
321,273
-1.02%
2.46%
2020 Q1
≈ 4.50 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.