Charles Schwab Corp. (SCHW)

Sector:Financials
Super Investor Stats:
Ownership count:12
Ownership rank:18
% of all portfolios:0.391%
Hold Price * :$70.50
History Portfolio Manager Activity Share change % change to portfolio ▼
Q2  2019
≡ David Rolfe - Wedgewood Partners Reduce 89.17% 810,598 2.72
≡ Lee Ainslie - Maverick Capital Sell 100.00% 2,324,830 1.32
≡ Francois Rochon - Giverny Capital Add 25.92% 191,073 0.78
≡ Dodge & Cox Add 10.10% 4,800,000 0.28
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.54% 53,087 0.11
≡ Mairs & Power Growth Fund Add 13.83% 91,300 0.09
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 1.85% 10,000 0.05
≡ Torray Funds Reduce 1.81% 7,793 0.03
≡ Yacktman Asset Management Buy 34,700 0.02
≡ Thomas Gayner - Markel Group Reduce 0.01% 100 0.00
Q1  2019
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 42.25% 2,529,765 5.44
≡ Lee Ainslie - Maverick Capital Reduce 69.50% 5,298,303 3.01
≡ David Rolfe - Wedgewood Partners Reduce 46.23% 781,645 2.44
≡ Francois Rochon - Giverny Capital Add 10.95% 72,778 0.36
≡ Mairs & Power Growth Fund Add 15.79% 90,000 0.09
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 2.86% 15,000 0.09
≡ Torray Funds Reduce 1.80% 7,901 0.04
≡ Dodge & Cox Reduce 0.20% 96,700 0.01
Q4  2018
≡ Lee Ainslie - Maverick Capital Add 52.82% 2,634,961 1.61
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 59.09% 195,000 1.24
≡ Francois Rochon - Giverny Capital Add 31.26% 158,217 0.87
≡ Triple Frond Partners Reduce 4.01% 109,654 0.56
≡ David Rolfe - Wedgewood Partners Add 10.96% 167,009 0.46
≡ Glenn Greenberg - Brave Warrior Advisors Add 2.54% 148,449 0.31
≡ Mairs & Power Growth Fund Add 31.03% 135,000 0.14
≡ Torray Funds Add 3.28% 13,919 0.07
≡ Ruane Cunniff - Sequoia Fund Reduce 1.02% 32,521 0.04
Q3  2018
≡ Francois Rochon - Giverny Capital Buy 506,129 2.82
≡ Wallace Weitz - Weitz Large Cap Equity Fund Buy 330,000 2.19
≡ Lee Ainslie - Maverick Capital Add 19.69% 820,477 0.50
≡ David Rolfe - Wedgewood Partners Reduce 5.82% 94,240 0.23
≡ Ruane Cunniff - Sequoia Fund Reduce 2.16% 70,036 0.09
≡ Mairs & Power Growth Fund Reduce 3.33% 15,000 0.02
≡ Thomas Gayner - Markel Group Add 0.01% 100 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Add 0.01% 711 0.00
Q2  2018
≡ Lee Ainslie - Maverick Capital Add 22.28% 759,436 0.45
≡ Dodge & Cox Reduce 10.67% 5,688,000 0.42
≡ David Rolfe - Wedgewood Partners Add 6.74% 102,170 0.26
≡ Mairs & Power Growth Fund Add 36.36% 120,000 0.14
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.63% 36,923 0.08
≡ Triple Frond Partners Reduce 0.01% 300 0.00
Q1  2018
≡ Triple Frond Partners Add 9.50% 237,565 1.39
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 7.04% 444,639 1.02
≡ David Rolfe - Wedgewood Partners Reduce 12.58% 218,183 0.52
≡ Mairs & Power Growth Fund Buy 330,000 0.40
≡ Lee Ainslie - Maverick Capital Add 8.19% 257,900 0.17
≡ Dodge & Cox Reduce 1.02% 550,000 0.04
≡ Ruane Cunniff - Sequoia Fund Reduce 0.01% 394 0.00
Q4  2017
≡ Lee Ainslie - Maverick Capital Buy 3,150,359 2.04
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 11.52% 823,096 1.80
≡ David Rolfe - Wedgewood Partners Reduce 25.51% 593,873 1.23
≡ Dodge & Cox Reduce 1.66% 909,000 0.07
Q3  2017
≡ David Rolfe - Wedgewood Partners Reduce 16.77% 469,099 0.70
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 2.18% 159,283 0.34
≡ Dodge & Cox Reduce 6.99% 4,115,600 0.27
Q2  2017
≡ David Rolfe - Wedgewood Partners Reduce 23.12% 841,178 1.11
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 4.57% 349,347 0.66
Q1  2017
≡ David Katz - Matrix Asset Advisors Sell 100.00% 23,000 1.54
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 6.74% 553,078 1.08
≡ David Rolfe - Wedgewood Partners Reduce 19.76% 896,108 0.94
Q4  2016
≡ David Katz - Matrix Asset Advisors Reduce 62.90% 39,000 2.61
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 10.49% 961,949 1.81
≡ David Rolfe - Wedgewood Partners Reduce 13.64% 715,949 0.69
≡ Ruane Cunniff - Sequoia Fund Reduce 7.96% 280,857 0.31
≡ Dodge & Cox Reduce 4.84% 2,996,800 0.20
Q3  2016
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 1.43% 133,098 0.20
≡ David Rolfe - Wedgewood Partners Reduce 5.04% 278,416 0.18
≡ David Katz - Matrix Asset Advisors Add 1.14% 700 0.04
Q2  2016
≡ Ruane Cunniff - Sequoia Fund Buy 3,527,173 2.19
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 2.66% 254,431 0.36
≡ David Katz - Matrix Asset Advisors Add 9.46% 5,300 0.24
≡ David Rolfe - Wedgewood Partners Reduce 3.78% 217,363 0.11
Q1  2016
≡ David Rolfe - Wedgewood Partners Buy 5,745,873 2.92
≡ David Katz - Matrix Asset Advisors Add 348.00% 43,500 2.16
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.50% 47,639 0.07
Q4  2015
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 13,396,145 1.71
≡ Glenn Greenberg - Brave Warrior Advisors Add 5.23% 477,100 0.62
≡ Dodge & Cox Add 5.69% 3,328,500 0.20
Q3  2015
≡ Stephen Mandel - Lone Pine Capital Add 1689.68% 12,647,625 1.61
≡ David Katz - Matrix Asset Advisors Reduce 47.92% 11,500 0.50
≡ Glenn Greenberg - Brave Warrior Advisors Add 4.16% 364,550 0.33
≡ Dodge & Cox Add 0.74% 430,000 0.02
Q2  2015
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 4.70% 431,836 0.41
≡ David Katz - Matrix Asset Advisors Reduce 10.45% 2,800 0.12
≡ Stephen Mandel - Lone Pine Capital Buy 748,520 0.11
≡ Dodge & Cox Add 0.52% 300,000 0.02
Q1  2015
≡ Glenn Greenberg - Brave Warrior Advisors Add 8.47% 717,521 0.68
≡ Dodge & Cox Add 2.12% 1,200,000 0.06
≡ David Katz - Matrix Asset Advisors Reduce 2.90% 800 0.03
Q4  2014
≡ Glenn Greenberg - Brave Warrior Advisors Add 1.57% 130,658 0.14
≡ Dodge & Cox Add 1.91% 1,059,533 0.05
≡ David Katz - Matrix Asset Advisors Reduce 1.78% 500 0.02
Q3  2014
≡ David Katz - Matrix Asset Advisors Reduce 35.84% 15,700 0.62
≡ Dodge & Cox Add 1.98% 1,078,767 0.05
≡ Glenn Greenberg - Brave Warrior Advisors Reduce 0.04% 3,228 0.00
Q2  2014
≡ Harry Burn - Sound Shore Sell 100.00% 1,108,200 1.38
≡ Glenn Greenberg - Brave Warrior Advisors Add 15.79% 1,138,348 1.24
≡ Robert Olstein - Olstein Capital Management Sell 100.00% 55,000 0.24
≡ David Katz - Matrix Asset Advisors Reduce 6.81% 3,200 0.11
≡ Dodge & Cox Add 1.87% 1,000,000 0.05

* "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.