Charles Schwab Corp. (SCHW)

Sector:Financials
Super Investor Stats:
Ownership count:12
Ownership rank:17
% of all portfolios:0.388%
Hold Price * :$69.37
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q3  2021
≡ Yacktman Asset Management Reduce 0.33% 11,613 0.01
≡ Torray Funds Reduce 0.59% 418 0.00
≡ First Eagle Investment Management Reduce 1.56% 78,595 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.85% 13,350 0.03
≡ Christopher Davis - Davis Advisors Reduce 6.15% 56,061 0.02
≡ John Rogers - Ariel Appreciation Fund Reduce 9.03% 54,676 0.30
≡ Greenhaven Associates Reduce 70.89% 102,240 0.24
Q2  2021
≡ Torray Funds Add 44.70% 21,847 0.23
≡ Francois Rochon - Giverny Capital Add 4.50% 45,988 0.20
≡ John Armitage - Egerton Capital Buy 6,305,043 2.28
≡ Christopher Davis - Davis Advisors Reduce 0.12% 1,112 0.00
≡ Yacktman Asset Management Reduce 0.48% 16,765 0.01
≡ First Eagle Investment Management Reduce 1.35% 68,738 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.77% 12,995 0.03
≡ Ruane Cunniff - Sequoia Fund Reduce 6.32% 206,294 0.31
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 11.76% 80,000 0.61
≡ John Rogers - Ariel Appreciation Fund Reduce 16.95% 123,600 0.66
≡ Greenhaven Associates Reduce 88.50% 1,110,460 2.39
≡ Lee Ainslie - Maverick Capital Sell 100.00% 15,360 0.01
Q1  2021
≡ Francois Rochon - Giverny Capital Add 2.42% 24,177 0.11
≡ Yacktman Asset Management Add 1.05% 36,200 0.02
≡ Christopher Davis - Davis Advisors Add 0.31% 2,857 0.00
≡ Torray Funds Buy 48,878 0.50
≡ Lee Ainslie - Maverick Capital Buy 15,360 0.01
≡ Dodge & Cox Reduce 9.24% 4,847,000 0.40
≡ First Eagle Investment Management Reduce 10.20% 578,895 0.10
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 12.26% 95,000 0.69
≡ Greenhaven Associates Reduce 28.16% 491,730 0.73
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 68.34% 1,584,709 3.37
Q4  2020
≡ Yacktman Asset Management Add 7732.82% 3,417,906 2.24
≡ Francois Rochon - Giverny Capital Add 3.92% 37,680 0.15
≡ First Eagle Investment Management Reduce 0.39% 22,262 0.00
≡ Christopher Davis - Davis Advisors Reduce 5.00% 47,880 0.01
≡ Ruane Cunniff - Sequoia Fund Reduce 6.51% 227,293 0.28
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.82% 75,000 0.47
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 9.44% 241,694 0.47
≡ Dodge & Cox Reduce 10.18% 5,943,114 0.45
≡ Greenhaven Associates Reduce 47.79% 1,598,523 1.59
Q3  2020
≡ Glenn Greenberg - Brave Warrior Advisors Add 78.07% 1,122,638 1.82
≡ John Rogers - Ariel Appreciation Fund Add 28.45% 161,500 0.61
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 6.25% 50,000 0.23
≡ First Eagle Investment Management Add 0.82% 46,599 0.01
≡ Francois Rochon - Giverny Capital Add 0.40% 3,854 0.01
≡ Ruane Cunniff - Sequoia Fund Reduce 0.19% 6,791 0.01
≡ Christopher Davis - Davis Advisors Reduce 2.42% 23,712 0.00
≡ Greenhaven Associates Reduce 8.70% 318,728 0.25
≡ Yacktman Asset Management Reduce 26.21% 15,700 0.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 134,330 0.10
Q2  2020
≡ Lee Ainslie - Maverick Capital Add 114.92% 71,828 0.05
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 39.13% 225,000 1.04
≡ John Rogers - Ariel Appreciation Fund Add 25.68% 116,000 0.41
≡ Christopher Davis - Davis Advisors Add 16.81% 141,185 0.03
≡ Francois Rochon - Giverny Capital Add 7.75% 68,794 0.23
≡ First Eagle Investment Management Add 0.67% 37,695 0.00
≡ Greenhaven Associates Buy 3,663,668 2.74
≡ Dodge & Cox Reduce 5.59% 3,457,686 0.20
≡ Yacktman Asset Management Reduce 6.26% 4,000 0.00
≡ Ruane Cunniff - Sequoia Fund Reduce 17.18% 726,055 0.69
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 23.59% 443,937 0.74
≡ Triple Frond Partners Sell 100.00% 412,300 1.54
Q1  2020
≡ Yacktman Asset Management Add 86.84% 29,700 0.02
≡ Ruane Cunniff - Sequoia Fund Add 34.44% 1,082,455 1.25
≡ Dodge & Cox Add 2.09% 1,264,100 0.08
≡ Glenn Greenberg - Brave Warrior Advisors Add 1.25% 23,292 0.05
≡ Thomas Gayner - Markel Asset Management Add 1.16% 12,600 0.01
≡ First Eagle Investment Management Add 0.23% 12,780 0.00
≡ John Rogers - Ariel Appreciation Fund Buy 451,700 1.80
≡ Lee Ainslie - Maverick Capital Buy 62,502 0.04
≡ Francois Rochon - Giverny Capital Reduce 6.76% 64,380 0.28
≡ Christopher Davis - Davis Advisors Reduce 6.80% 61,252 0.01
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 8.00% 50,000 0.27
≡ Triple Frond Partners Reduce 84.44% 2,237,700 8.36
≡ Torray Funds Sell 100.00% 87,679 0.72
≡ Daniel Loeb - Third Point Sell 100.00% 1,000,000 0.55
Q4  2019
≡ First Eagle Investment Management Add 20.10% 937,817 0.12
≡ Mairs & Power Growth Fund Add 7.68% 60,000 0.06
≡ Dodge & Cox Add 6.07% 3,463,800 0.22
≡ Francois Rochon - Giverny Capital Add 1.68% 15,716 0.07
≡ Thomas Gayner - Markel Asset Management Add 1.28% 13,700 0.01
≡ Daniel Loeb - Third Point Buy 1,000,000 0.55
≡ Yacktman Asset Management Reduce 1.44% 500 0.00
≡ Triple Frond Partners Reduce 15.87% 500,000 2.05
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 45.01% 1,521,243 3.82
≡ Torray Funds Reduce 78.92% 328,292 2.70
≡ David Rolfe - Wedgewood Partners Sell 100.00% 90,925 0.34
Q3  2019
≡ Triple Frond Partners Add 19.88% 522,389 2.09
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 13.64% 75,000 0.40
≡ Dodge & Cox Add 9.18% 4,800,000 0.30
≡ Mairs & Power Growth Fund Add 3.99% 30,000 0.03
≡ Thomas Gayner - Markel Asset Management Add 1.14% 12,000 0.01
≡ Francois Rochon - Giverny Capital Add 0.86% 7,964 0.03
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.73% 24,929 0.06
≡ Torray Funds Reduce 1.48% 6,257 0.03
≡ David Rolfe - Wedgewood Partners Reduce 7.60% 7,475 0.03
Q2  2019
≡ Francois Rochon - Giverny Capital Add 25.92% 191,073 0.78
≡ Mairs & Power Growth Fund Add 13.83% 91,300 0.09
≡ Dodge & Cox Add 10.10% 4,800,000 0.28
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 1.85% 10,000 0.05
≡ Yacktman Asset Management Buy 34,700 0.02
≡ Thomas Gayner - Markel Asset Management Reduce 0.01% 100 0.00

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.