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SCHW —
SCHWAB CHARLES CORP
CUSIP: 808513105 · Held by 15 superinvestors · Combined value: $13,162,411,509
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 4.1% | $7,644,506,390 | 76,513,926 | REDUCE | -6,529,327 |
| 2 | Bill Nygren | 2.8% | $2,201,166,473 | 22,031,493 | ADD | +795,875 |
| 3 | Andreas Halvorsen | 3.7% | $1,386,041,939 | 13,872,905 | REDUCE | -2,710,196 |
| 4 | Ken Griffin | 0.1% | $808,752,267 | 8,094,808 | ADD | +513,128 |
| 5 | Yacktman Asset Mgmt | 5.5% | $393,299,711 | 3,936,540 | REDUCE | -258,106 |
| 6 | Jim Simons | 0.3% | $180,911,133 | 1,810,741 | ADD | +788,900 |
| 7 | Francois Rochon | 5.3% | $158,423,391 | 1,585,661 | ADD | +9,885 |
| 8 | Tom Gayner | 1.1% | $137,456,178 | 1,375,800 | ADD | +11,000 |
| 9 | Lee Ainslie | 1.3% | $125,196,222 | 1,253,090 | ADD | +383,018 |
| 10 | John Rogers | 0.4% | $34,196,695 | 342,275 | REDUCE | -5,133 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | ADD | +795,875 | +3.7% |
| Christopher Davis | ADD | +5,254 | +1.8% |
| Francois Rochon | ADD | +9,885 | +0.6% |
| Jim Simons | ADD | +788,900 | +77.2% |
| Ken Griffin | ADD | +513,128 | +6.8% |
| Lee Ainslie | ADD | +383,018 | +44.0% |
| Tom Gayner | ADD | +11,000 | +0.8% |
| Andreas Halvorsen | REDUCE | -2,710,196 | -16.3% |
| Dodge & Cox | REDUCE | -6,529,327 | -7.9% |
| FPA Queens Road | REDUCE | -46 | -0.6% |
| Greenhaven Associates | REDUCE | -2,500 | -16.7% |
| John Rogers | REDUCE | -5,133 | -1.5% |
| Mairs & Power | REDUCE | -26,032 | -8.7% |
| Ray Dalio | REDUCE | -153,253 | -31.7% |
| Yacktman Asset Mgmt | REDUCE | -258,106 | -6.2% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Lee Ainslie | NEW BUY | +870,072 | New |
| Ray Dalio | NEW BUY | +483,300 | New |
| Andreas Halvorsen | ADD | +809,876 | +5.1% |
| Christopher Davis | ADD | +3 | - |
| FPA Queens Road | ADD | +970 | +14.0% |
| Francois Rochon | ADD | +8,281 | +0.5% |
| Ken Griffin | ADD | +2,338,411 | +44.6% |
| Bill Nygren | REDUCE | -1,734,055 | -7.5% |
| Dodge & Cox | REDUCE | -1,314,632 | -1.6% |
| Greenhaven Associates | REDUCE | -5,000 | -25.0% |
| Jim Simons | REDUCE | -295,800 | -22.4% |
| John Rogers | REDUCE | -58,640 | -14.4% |
| Mairs & Power | REDUCE | -37,888 | -11.2% |
| Yacktman Asset Mgmt | REDUCE | -370,728 | -8.1% |
Who Owns SCHW? Superinvestor Holdings
SCHWAB CHARLES CORP is held by 15 tracked superinvestors, with a combined position value of $13.2 billion . The largest positions are held by Dodge & Cox (4.1% of portfolio), Bill Nygren (2.8% of portfolio), Andreas Halvorsen (3.7% of portfolio).
In the most recent quarter, 7 superinvestors added or initiated positions while 8 reduced or exited.