Charles Schwab Corp. (SCHW)

Sector:Financials
Super Investor Stats:
Ownership count:12
Ownership rank:17
% of all portfolios:0.388%
Hold Price * :$69.94
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2018
≡ Francois Rochon - Giverny Capital Add 31.26% 158,217 0.87
≡ Mairs & Power Growth Fund Add 31.03% 135,000 0.14
≡ David Rolfe - Wedgewood Partners Add 10.96% 167,009 0.46
≡ Torray Funds Add 3.28% 13,919 0.07
≡ Glenn Greenberg - Brave Warrior Advisors Add 2.54% 148,449 0.31
Q3  2018
≡ Lee Ainslie - Maverick Capital Add 19.69% 820,477 0.50
≡ Thomas Gayner - Markel Asset Management Add 0.01% 100 0.00
≡ Glenn Greenberg - Brave Warrior Advisors Add 0.01% 711 0.00
≡ Francois Rochon - Giverny Capital Buy 506,129 2.82
≡ Wallace Weitz - Weitz Large Cap Equity Fund Buy 330,000 2.19
Q2  2018
≡ Mairs & Power Growth Fund Add 36.36% 120,000 0.14
≡ Lee Ainslie - Maverick Capital Add 22.28% 759,436 0.45
≡ David Rolfe - Wedgewood Partners Add 6.74% 102,170 0.26
Q1  2018
≡ Triple Frond Partners Add 9.50% 237,565 1.39
≡ Lee Ainslie - Maverick Capital Add 8.19% 257,900 0.17
≡ Mairs & Power Growth Fund Buy 330,000 0.40
Q4  2017
≡ Lee Ainslie - Maverick Capital Buy 3,150,359 2.04
Q3  2016
≡ David Katz - Matrix Asset Advisors Add 1.14% 700 0.04
Q2  2016
≡ David Katz - Matrix Asset Advisors Add 9.46% 5,300 0.24
≡ Ruane Cunniff - Sequoia Fund Buy 3,527,173 2.19
Q1  2016
≡ David Katz - Matrix Asset Advisors Add 348.00% 43,500 2.16
≡ David Rolfe - Wedgewood Partners Buy 5,745,873 2.92
Q4  2015
≡ Dodge & Cox Add 5.69% 3,328,500 0.20
≡ Glenn Greenberg - Brave Warrior Advisors Add 5.23% 477,100 0.62
Q3  2015
≡ Stephen Mandel - Lone Pine Capital Add 1689.68% 12,647,625 1.61
≡ Glenn Greenberg - Brave Warrior Advisors Add 4.16% 364,550 0.33
≡ Dodge & Cox Add 0.74% 430,000 0.02
Q2  2015
≡ Dodge & Cox Add 0.52% 300,000 0.02
≡ Stephen Mandel - Lone Pine Capital Buy 748,520 0.11
Q1  2015
≡ Glenn Greenberg - Brave Warrior Advisors Add 8.47% 717,521 0.68
≡ Dodge & Cox Add 2.12% 1,200,000 0.06
Q4  2014
≡ Dodge & Cox Add 1.91% 1,059,533 0.05
≡ Glenn Greenberg - Brave Warrior Advisors Add 1.57% 130,658 0.14
Q3  2014
≡ Dodge & Cox Add 1.98% 1,078,767 0.05
Q2  2014
≡ Glenn Greenberg - Brave Warrior Advisors Add 15.79% 1,138,348 1.24
≡ Dodge & Cox Add 1.87% 1,000,000 0.05
Q1  2014
≡ Thomas Gayner - Markel Asset Management Add 5.73% 57,300 0.05
Q3  2013
≡ Dodge & Cox Add 2.84% 1,500,000 0.07
Q2  2013
≡ David Rolfe - Wedgewood Partners Add 13.84% 867,720 0.53
≡ Glenn Greenberg - Brave Warrior Advisors Add 6.93% 607,185 0.60
Q1  2013
≡ Glenn Greenberg - Brave Warrior Advisors Add 22.38% 1,601,118 1.49
≡ Thomas Gayner - Markel Asset Management Add 1.83% 18,504 0.01
Q4  2012
≡ David Rolfe - Wedgewood Partners Add 31.81% 1,662,023 1.11
≡ Glenn Greenberg - Brave Warrior Advisors Add 21.55% 1,268,325 1.09
≡ Dodge & Cox Add 8.55% 4,190,800 0.15
≡ David Katz - Matrix Asset Advisors Add 2.35% 2,800 0.08
Q3  2012
≡ David Rolfe - Wedgewood Partners Add 14.36% 656,017 0.53
≡ Thomas Gayner - Markel Asset Management Add 2.40% 23,805 0.01
≡ Glenn Greenberg - Brave Warrior Advisors Buy 5,886,406 4.67
Q2  2012
≡ David Rolfe - Wedgewood Partners Add 13.34% 537,644 0.53
≡ David Katz - Matrix Asset Advisors Add 5.98% 7,000 0.12
≡ Dodge & Cox Add 1.45% 700,000 0.02
≡ Thomas Gayner - Markel Asset Management Add 0.99% 9,700 0.01
Q1  2012
≡ David Katz - Matrix Asset Advisors Add 32.95% 29,000 0.50
≡ Thomas Gayner - Markel Asset Management Add 3.63% 34,500 0.02
≡ Dodge & Cox Add 2.77% 1,300,700 0.05
≡ David Rolfe - Wedgewood Partners Buy 4,031,350 4.68
Q4  2011
≡ David Katz - Matrix Asset Advisors Add 59.42% 32,800 0.49
≡ Harry Burn - Sound Shore Add 18.19% 513,000 0.37
≡ Robert Olstein - Olstein Capital Management Add 8.24% 46,000 0.10
Q3  2011
≡ Dodge & Cox Add 36.22% 12,500,000 0.41
≡ Robert Olstein - Olstein Capital Management Add 18.72% 88,000 0.21
≡ Harry Burn - Sound Shore Add 4.62% 124,500 0.10
≡ Thomas Gayner - Markel Asset Management Add 0.10% 1,000 0.00
≡ David Katz - Matrix Asset Advisors Buy 55,200 0.84
Q2  2011
≡ Dodge & Cox Add 26.83% 7,300,000 0.28
≡ Robert Olstein - Olstein Capital Management Add 11.11% 47,000 0.13
≡ Harry Burn - Sound Shore Add 10.69% 260,300 0.22
Q1  2011
≡ Thomas Gayner - Markel Asset Management Add 3.67% 34,000 0.03
≡ Dodge & Cox Add 1.34% 359,800 0.01
Q4  2010
≡ Dodge & Cox Add 11.42% 2,751,400 0.11
≡ Thomas Gayner - Markel Asset Management Add 9.09% 77,200 0.07
≡ Robert Olstein - Olstein Capital Management Add 1.45% 9,000 0.02
Q3  2010
≡ Robert Olstein - Olstein Capital Management Add 26.73% 131,000 0.32
≡ Dodge & Cox Add 23.90% 4,648,400 0.16
≡ Harry Burn - Sound Shore Add 18.34% 502,400 0.40
≡ Thomas Gayner - Markel Asset Management Add 17.25% 124,900 0.10
≡ Stephen Mandel - Lone Pine Capital Buy 12,620,845 1.63
Q2  2010
≡ Robert Olstein - Olstein Capital Management Add 76.90% 213,000 0.57
≡ Dodge & Cox Add 69.14% 7,951,600 0.31
≡ Thomas Gayner - Markel Asset Management Add 17.58% 108,300 0.10
≡ Harry Burn - Sound Shore Add 16.37% 385,300 0.34
Q1  2010
≡ Thomas Gayner - Markel Asset Management Add 16.01% 85,000 0.10
≡ Dodge & Cox Buy 11,500,000 0.51
Q4  2009
≡ Harry Burn - Sound Shore Add 17.80% 393,000 0.37
≡ Thomas Gayner - Markel Asset Management Add 5.07% 25,600 0.03
Q3  2009
≡ Harry Burn - Sound Shore Add 19.22% 356,000 0.34
Q2  2009
≡ Harry Burn - Sound Shore Add 0.92% 16,800 0.02
Q1  2009
≡ Harry Burn - Sound Shore Buy 1,835,600 2.01
≡ Robert Olstein - Olstein Capital Management Buy 277,000 0.98
Q4  2008
≡ Stephen Mandel - Lone Pine Capital Buy 7,568,466 2.10
Q2  2007
≡ Thomas Gayner - Markel Asset Management Add 12.21% 55,000 0.06
Q1  2007
≡ Robert Olstein - Olstein Capital Management Buy 1,163,300 1.30

* "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.