Charles Schwab Corp. (SCHW)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 12 |
| Ownership rank: | 19 |
| % of all portfolios: | 0.382% |
| Hold Price * : | $74.01 |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
0 |
$0 |
| Sells |
39 |
$114,521,977 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
| ≡ |
Ruane Cunniff - Sequoia Fund |
5.79 |
Reduce 9.22% |
2,532,139 |
187,404,000 |
| ≡ |
Bill Nygren - Oakmark Select Fund |
5.09 |
Reduce 7.56% |
4,659,940 |
344,882,000 |
| ≡ |
Yacktman Asset Management |
4.22 |
Reduce 9.81% |
4,874,070 |
360,730,000 |
| ≡ |
Dodge & Cox |
4.07 |
Reduce 0.10% |
60,285,735 |
4,461,747,000 |
| ≡ |
Viking Global Investors |
3.51 |
Add 526.46% |
14,658,944 |
1,084,908,000 |
| ≡ |
John Rogers - Ariel Appreciation Fund |
2.62 |
Reduce 9.50% |
335,659 |
24,842,000 |
| ≡ |
Francois Rochon - Giverny Capital |
2.56 |
Add 1.30% |
947,927 |
70,156,000 |
| ≡ |
Thomas Gayner - Markel Group |
0.89 |
Add 0.96% |
1,363,800 |
100,935,000 |
| ≡ |
Mairs & Power Growth Fund |
0.75 |
Reduce 17.16% |
555,000 |
41,076,000 |
| ≡ |
First Eagle Investment Management |
0.53 |
Reduce 10.99% |
3,175,717 |
235,035,000 |
| ≡ |
Christopher Davis - Davis Advisors |
0.13 |
Add 0.12% |
300,056 |
22,207,000 |
| ≡ |
Greenhaven Associates |
0.02 |
|
20,000 |
1,480,000 |
Open Market Insider Buys
| Date Filed |
Reporting Name |
Relationship |
Trans. Date |
Shares |
Price $ |
Total Value $ |
| 19 Jul 2024 |
BETTINGER WALTER W |
Co-Chairman and CEO |
17 Jul 2024 |
25,000 |
66.26 |
1,656,500 |
| 19 Jul 2024 |
WURSTER RICHARD A |
President |
17 Jul 2024 |
10,000 |
62.05 |
620,454 |
| 21 Aug 2023 |
RUFFEL CHARLES A. |
Director |
17 Aug 2023 |
833 |
60.55 |
50,440 |
| 29 Mar 2023 |
BROWN MARIANNE CATHERINE |
Director |
28 Mar 2023 |
5,000 |
53.47 |
267,340 |
| 20 Mar 2023 |
CLARK BERNARD J. |
MD, Head of Adivsor Services |
17 Mar 2023 |
5,000 |
54.83 |
274,154 |
| 20 Mar 2023 |
MARTIN-FLICKINGER GERRI |
Director |
17 Mar 2023 |
3,700 |
54.16 |
200,396 |
| 17 Mar 2023 |
WURSTER RICHARD A |
President |
17 Mar 2023 |
2,000 |
54.39 |
108,773 |
| 16 Mar 2023 |
GOLDFARB MARK A |
Director |
16 Mar 2023 |
4,000 |
58.37 |
233,468 |
| 15 Mar 2023 |
ELLIS STEPHEN A |
Director |
15 Mar 2023 |
34,387 |
58.26 |
2,003,325 |
| 14 Mar 2023 |
RICKETTS TODD M |
Director |
14 Mar 2023 |
10,000 |
56.79 |
567,862 |
| 14 Mar 2023 |
ADAMS JOHN K JR |
Director |
14 Mar 2023 |
5,000 |
59.31 |
296,550 |
| 14 Mar 2023 |
CRAWFORD PETER B. |
MD and CFO |
14 Mar 2023 |
5,000 |
57.96 |
289,780 |
| 14 Mar 2023 |
BETTINGER WALTER W |
Co-Chairman and CEO |
14 Mar 2023 |
50,000 |
59.31 |
2,965,500 |
| 14 Mar 2023 |
ELLIS STEPHEN A |
Director |
14 Mar 2023 |
6,757 |
56.08 |
378,928 |
| 14 Mar 2023 |
WURSTER RICHARD A |
President |
14 Mar 2023 |
5,000 |
57.28 |
286,396 |
* "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.
P = Preferred Stock