Charles Schwab Corp. (SCHW)

Sector:Financials
Super Investor Stats:
Ownership count:12
Ownership rank:17
% of all portfolios:0.388%
Hold Price * :$69.36
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2023
≡ Lee Ainslie - Maverick Capital Add 48.87% 318,511 0.45
≡ Dodge & Cox Add 9.45% 4,999,135 0.35
≡ Bill Nygren - Oakmark Select Fund Add 5.38% 257,940 0.31
≡ Thomas Gayner - Markel Asset Management Add 4.54% 58,000 0.04
≡ Francois Rochon - Giverny Capital Add 3.65% 29,343 0.10
Q3  2023
≡ Francois Rochon - Giverny Capital Add 6.97% 52,430 0.16
≡ Thomas Gayner - Markel Asset Management Add 2.45% 30,500 0.02
≡ Dodge & Cox Add 0.53% 280,500 0.02
≡ Lee Ainslie - Maverick Capital Buy 651,706 0.84
Q2  2023
≡ Bill Nygren - Oakmark Select Fund Add 83.57% 2,186,060 2.46
≡ Ruane Cunniff - Sequoia Fund Add 16.19% 427,160 0.81
≡ Thomas Gayner - Markel Asset Management Add 6.82% 79,594 0.05
≡ John Rogers - Ariel Appreciation Fund Add 4.52% 27,130 0.14
≡ Yacktman Asset Management Add 1.23% 77,743 0.04
≡ Dodge & Cox Add 0.37% 191,500 0.01
Q1  2023
≡ Yacktman Asset Management Add 47.03% 2,014,221 1.04
≡ John Rogers - Ariel Appreciation Fund Add 13.44% 71,088 0.33
≡ Thomas Gayner - Markel Asset Management Add 2.76% 31,372 0.02
≡ Dodge & Cox Add 1.62% 835,400 0.05
≡ Bill Nygren - Oakmark Select Fund Buy 2,615,940 3.05
≡ Glenn Greenberg - Brave Warrior Advisors Buy 5,250 0.01
Q4  2022
≡ Yacktman Asset Management Add 19.69% 704,635 0.58
≡ First Eagle Investment Management Add 2.71% 108,375 0.02
≡ Thomas Gayner - Markel Asset Management Add 1.70% 19,000 0.02
≡ Francois Rochon - Giverny Capital Add 1.16% 14,303 0.07
Q3  2022
≡ Dodge & Cox Add 3.36% 1,726,503 0.17
≡ Francois Rochon - Giverny Capital Add 2.92% 34,808 0.17
≡ Yacktman Asset Management Add 2.63% 91,653 0.07
≡ Thomas Gayner - Markel Asset Management Add 1.18% 13,000 0.01
Q2  2022
≡ John Rogers - Ariel Appreciation Fund Add 40.39% 205,148 1.19
≡ Dodge & Cox Add 6.31% 3,055,297 0.23
≡ John Armitage - Egerton Capital Add 5.87% 696,008 0.30
≡ Francois Rochon - Giverny Capital Add 3.54% 40,860 0.17
≡ Thomas Gayner - Markel Asset Management Add 0.73% 8,000 0.01
≡ Yacktman Asset Management Add 0.64% 22,079 0.01
Q1  2022
≡ Torray Funds Add 10.69% 7,102 0.10
≡ John Rogers - Ariel Appreciation Fund Add 9.02% 42,027 0.28
≡ Mairs & Power Growth Fund Add 2.13% 30,000 0.05
≡ Francois Rochon - Giverny Capital Add 0.91% 10,422 0.05
Q4  2021
≡ Mairs & Power Growth Fund Add 26.79% 298,000 0.42
≡ Francois Rochon - Giverny Capital Add 2.09% 23,350 0.10
≡ John Armitage - Egerton Capital Add 1.61% 229,094 0.09
≡ Yacktman Asset Management Add 0.62% 21,460 0.02
Q3  2021
≡ John Armitage - Egerton Capital Add 126.24% 7,959,247 2.76
≡ Mairs & Power Growth Fund Add 32.21% 271,000 0.36
≡ Francois Rochon - Giverny Capital Add 4.79% 51,121 0.22
≡ Dodge & Cox Add 1.70% 810,900 0.07
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
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
Q4  2020
≡ Yacktman Asset Management Add 7732.82% 3,417,906 2.24
≡ Francois Rochon - Giverny Capital Add 3.92% 37,680 0.15
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 Value 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
Q2  2020
≡ Lee Ainslie - Maverick Capital Add 114.92% 71,828 0.05
≡ Wallace Weitz - Weitz Value 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
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
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
Q3  2019
≡ Triple Frond Partners Add 19.88% 522,389 2.09
≡ Wallace Weitz - Weitz Value 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
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 Value Fund Add 1.85% 10,000 0.05
≡ Yacktman Asset Management Buy 34,700 0.02
Q1  2019
≡ Mairs & Power Growth Fund Add 15.79% 90,000 0.09
≡ Francois Rochon - Giverny Capital Add 10.95% 72,778 0.36
≡ Wallace Weitz - Weitz Value Fund Add 2.86% 15,000 0.09
Q4  2018
≡ Wallace Weitz - Weitz Value Fund Add 59.09% 195,000 1.24
≡ Lee Ainslie - Maverick Capital Add 52.82% 2,634,961 1.61
≡ Francois Rochon - Giverny Capital Add 31.26% 158,217 0.87

* "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.