Charles Schwab Corp. (SCHW)
| Sector: | Financials |
| Super Investor Stats: | |
| Ownership count: | 11 |
| Ownership rank: | 30 |
| % of all portfolios: | 0.379% |
| Hold Price * : | $93.98 |
| Total insider Buys/Sells last 6 months: |
| Transactions | Total |
| Buys |
0 |
$0 |
| Sells |
48 |
$173,775,507 |
|
Portfolio Manager |
% of portfolio |
Recent activity |
Shares |
Value |
| ≡ |
Ruane Cunniff LP |
7.35 |
Reduce 15.73% |
4,714,780 |
443,095,000 |
| ≡ |
Francois Rochon - Giverny Capital |
5.29 |
Reduce 3.12% |
1,536,206 |
144,373,000 |
| ≡ |
Yacktman Asset Management |
4.89 |
Reduce 0.80% |
3,904,856 |
366,978,000 |
| ≡ |
Dodge & Cox Funds |
3.88 |
Reduce 1.97% |
75,002,881 |
7,048,771,000 |
| ≡ |
Viking Global Investors |
3.86 |
Add 5.71% |
14,664,954 |
1,378,212,000 |
| ≡ |
Bill Nygren - Oakmark Funds |
2.74 |
Reduce 0.99% |
21,812,476 |
2,049,937,000 |
| ≡ |
Thomas Gayner - Markel Group |
1.09 |
Add 0.58% |
1,383,800 |
130,049,000 |
| ≡ |
John Rogers - Ariel Investments |
0.42 |
Add 17.72% |
402,927 |
37,867,000 |
| ≡ |
Mairs & Power Funds |
0.24 |
Reduce 9.37% |
247,732 |
23,282,000 |
| ≡ |
Christopher Davis - Davis Advisors |
0.13 |
Add 3.08% |
310,982 |
29,226,000 |
| ≡ |
Greenhaven Associates |
0.02 |
|
12,500 |
1,175,000 |
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