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 | |
Q1  2019 | |||||
≡ | Wallace Weitz - Weitz Large Cap Equity Fund | Add 2.86% | 15,000 | 0.09 | |
Q4  2018 | |||||
≡ | Wallace Weitz - Weitz Large Cap Equity 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 | |
≡ | 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 Group | 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 Group | 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 Group | 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 Group | 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 Group | Add 0.99% | 9,700 | 0.01 | |
Q1  2012 | |||||
≡ | David Katz - Matrix Asset Advisors | Add 32.95% | 29,000 | 0.50 | |
≡ | Thomas Gayner - Markel Group | 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 Group | 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 Group | 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 Group | 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 Group | 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 Group | Add 17.58% | 108,300 | 0.10 | |
≡ | Harry Burn - Sound Shore | Add 16.37% | 385,300 | 0.34 | |
Q1  2010 | |||||
≡ | Thomas Gayner - Markel Group | 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 Group | 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 Group | 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.